WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,477 | +9.9% | 39,399 | +12.2% | 0.11% | +22.6% |
| Q2 2023 | $1,344 | +0.9% | 35,115 | -0.2% | 0.09% | -7.0% |
| Q1 2023 | $1,332 | +6.0% | 35,191 | -0.2% | 0.10% | +11.1% |
| Q4 2022 | $1,257 | -99.9% | 35,275 | -1.5% | 0.09% | -5.3% |
| Q3 2022 | $1,165,000 | -14.7% | 35,821 | -2.8% | 0.10% | -13.6% |
| Q2 2022 | $1,365,000 | -17.3% | 36,856 | -2.3% | 0.11% | -6.0% |
| Q1 2022 | $1,650,000 | +0.2% | 37,705 | -0.8% | 0.12% | +9.3% |
| Q4 2021 | $1,646,000 | -4.7% | 38,006 | -4.0% | 0.11% | -7.8% |
| Q3 2021 | $1,727,000 | -5.8% | 39,590 | -1.3% | 0.12% | -0.9% |
| Q2 2021 | $1,833,000 | 0.0% | 40,116 | -2.9% | 0.12% | -3.3% |
| Q1 2021 | $1,833,000 | -38.1% | 41,328 | -42.6% | 0.12% | -41.0% |
| Q4 2020 | $2,961,000 | +8.2% | 71,962 | -7.3% | 0.20% | +9.6% |
| Q3 2020 | $2,737,000 | +88.9% | 77,664 | +93.7% | 0.19% | +87.0% |
| Q2 2020 | $1,449,000 | +4.1% | 40,096 | -7.1% | 0.10% | -5.7% |
| Q1 2020 | $1,392,000 | -33.4% | 43,165 | -5.5% | 0.11% | -6.2% |
| Q4 2019 | $2,091,000 | +4.7% | 45,687 | -5.5% | 0.11% | +1.8% |
| Q3 2019 | $1,998,000 | -17.8% | 48,364 | -11.1% | 0.11% | -15.9% |
| Q2 2019 | $2,430,000 | -1.6% | 54,413 | -3.4% | 0.13% | +2.3% |
| Q1 2019 | $2,469,000 | +40.0% | 56,313 | +28.2% | 0.13% | +35.8% |
| Q4 2018 | $1,763,000 | -14.3% | 43,911 | -6.8% | 0.10% | +6.7% |
| Q3 2018 | $2,058,000 | -1.2% | 47,117 | -3.1% | 0.09% | -3.3% |
| Q2 2018 | $2,084,000 | -71.8% | 48,614 | -68.5% | 0.09% | -71.3% |
| Q1 2018 | $7,377,000 | +7.1% | 154,259 | +1.6% | 0.32% | +9.2% |
| Q4 2017 | $6,886,000 | +3.7% | 151,860 | -1.7% | 0.29% | +2.8% |
| Q3 2017 | $6,641,000 | +153.0% | 154,461 | +86.2% | 0.29% | +146.6% |
| Q4 2015 | $2,625,000 | -14.0% | 82,969 | -9.0% | 0.12% | -16.5% |
| Q3 2015 | $3,054,000 | -61.5% | 91,209 | -66.7% | 0.14% | +13800.0% |
| Q2 2015 | $7,942,000 | +99.7% | 274,200 | +193.1% | 0.00% | -99.2% |
| Q1 2015 | $3,977,000 | +6.9% | 93,567 | +6.1% | 0.13% | -37.9% |
| Q4 2014 | $3,719,000 | -11.3% | 88,211 | +0.6% | 0.21% | -15.4% |
| Q3 2014 | $4,191,000 | +5.0% | 87,718 | +13.9% | 0.25% | +5.0% |
| Q2 2014 | $3,993,000 | +13.8% | 77,023 | +7.7% | 0.24% | +3.0% |
| Q1 2014 | $3,509,000 | +5.7% | 71,518 | +9.9% | 0.23% | -4.9% |
| Q4 2013 | $3,321,000 | +1.2% | 65,079 | +2.5% | 0.25% | -8.6% |
| Q3 2013 | $3,282,000 | +11.8% | 63,491 | +4.6% | 0.27% | -6.9% |
| Q2 2013 | $2,935,000 | – | 60,720 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |