WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 1.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $4,114,211 | -18.5% | 98,332 | -20.7% | 0.00% | 0.0% |
Q4 2023 | $5,047,290 | -82.7% | 124,073 | -84.1% | 0.00% | -88.9% |
Q3 2023 | $29,256,101 | +1735.6% | 780,579 | +1774.3% | 0.01% | +800.0% |
Q2 2023 | $1,593,831 | -77.3% | 41,647 | -77.6% | 0.00% | -66.7% |
Q1 2023 | $7,025,907 | -6.6% | 185,576 | -12.1% | 0.00% | 0.0% |
Q4 2022 | $7,522,250 | -61.1% | 211,062 | -64.5% | 0.00% | -62.5% |
Q3 2022 | $19,356,000 | +61.7% | 595,011 | +84.1% | 0.01% | +60.0% |
Q2 2022 | $11,967,000 | -60.0% | 323,173 | -52.7% | 0.01% | -50.0% |
Q1 2022 | $29,897,000 | +1899.8% | 683,210 | +1879.2% | 0.01% | – |
Q4 2021 | $1,495,000 | -79.1% | 34,519 | -78.9% | 0.00% | -100.0% |
Q3 2021 | $7,140,000 | +162.6% | 163,653 | +175.0% | 0.00% | +200.0% |
Q2 2021 | $2,719,000 | -55.6% | 59,519 | -56.9% | 0.00% | -66.7% |
Q1 2021 | $6,130,000 | -6.4% | 138,197 | -13.2% | 0.00% | 0.0% |
Q4 2020 | $6,548,000 | -32.2% | 159,169 | -41.9% | 0.00% | -50.0% |
Q3 2020 | $9,657,000 | -33.8% | 274,025 | -32.1% | 0.01% | -45.5% |
Q2 2020 | $14,577,000 | +239.9% | 403,466 | +203.3% | 0.01% | +175.0% |
Q1 2020 | $4,289,000 | +17.5% | 133,007 | +66.8% | 0.00% | -20.0% |
Q4 2019 | $3,651,000 | -42.6% | 79,762 | -48.2% | 0.01% | -54.5% |
Q3 2019 | $6,363,000 | +32.3% | 154,026 | +43.0% | 0.01% | +22.2% |
Q2 2019 | $4,810,000 | -62.3% | 107,698 | -63.2% | 0.01% | -64.0% |
Q3 2018 | $12,772,000 | +12.5% | 292,472 | +10.4% | 0.02% | -7.4% |
Q2 2018 | $11,356,000 | +2789.6% | 264,897 | +3121.0% | 0.03% | +2600.0% |
Q1 2018 | $393,000 | -94.9% | 8,224 | -95.6% | 0.00% | -96.3% |
Q2 2017 | $7,679,000 | -11.9% | 187,337 | -19.7% | 0.03% | -28.9% |
Q4 2016 | $8,712,000 | +177.3% | 233,321 | +179.0% | 0.04% | +153.3% |
Q3 2016 | $3,142,000 | -79.9% | 83,629 | -81.1% | 0.02% | -80.8% |
Q2 2016 | $15,668,000 | +1.3% | 442,331 | -0.4% | 0.08% | -10.3% |
Q1 2016 | $15,467,000 | +518.4% | 444,077 | +461.8% | 0.09% | +443.8% |
Q4 2015 | $2,501,000 | -56.9% | 79,043 | -40.9% | 0.02% | -57.9% |
Q2 2015 | $5,808,000 | -52.1% | 133,724 | -53.2% | 0.04% | -59.6% |
Q1 2015 | $12,132,000 | -63.2% | 285,464 | -63.5% | 0.09% | -62.1% |
Q4 2014 | $33,005,000 | +519.8% | 782,843 | +602.3% | 0.25% | +359.3% |
Q3 2014 | $5,325,000 | -81.3% | 111,461 | -79.8% | 0.05% | -85.1% |
Q2 2014 | $28,540,000 | +90.4% | 550,545 | +80.2% | 0.36% | +120.0% |
Q1 2014 | $14,988,000 | – | 305,445 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
Surevest, LLC | 68,897 | $2,766,000 | 2.18% |