WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,499 | +66.1% | 832 | +56.4% | 0.00% | 0.0% |
| Q4 2022 | $18,961 | -29.8% | 532 | -11.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +575.0% | 600 | +421.7% | 0.00% | – |
| Q3 2020 | $4,000 | -91.3% | 115 | -91.8% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -29.2% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $65,000 | +1525.0% | 1,411 | +1311.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | -60.0% | 100 | -52.4% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +125.0% | 210 | +98.1% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 106 | +6.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -66.7% | 100 | -65.0% | 0.00% | -66.7% |
| Q4 2015 | $9,000 | -10.0% | 286 | +0.4% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -52.4% | 285 | -41.0% | 0.00% | -50.0% |
| Q2 2015 | $21,000 | +600.0% | 483 | +732.8% | 0.01% | +500.0% |
| Q1 2015 | $3,000 | +50.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -33.3% | 58 | +5.5% | 0.00% | -50.0% |
| Q4 2013 | $3,000 | – | 55 | – | 0.00% | – |
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% |