WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,343 | -12.5% | 9,347 | -10.7% | 0.06% | -7.9% |
| Q2 2023 | $400,413 | +0.2% | 10,463 | -0.9% | 0.06% | -6.0% |
| Q1 2023 | $399,755 | -1.5% | 10,559 | -7.2% | 0.07% | -6.9% |
| Q4 2022 | $405,680 | +9.6% | 11,383 | -0.0% | 0.07% | 0.0% |
| Q3 2022 | $370,000 | -17.2% | 11,384 | -5.7% | 0.07% | -15.3% |
| Q2 2022 | $447,000 | -14.5% | 12,070 | +1.0% | 0.08% | -2.3% |
| Q1 2022 | $523,000 | -2.8% | 11,949 | -3.8% | 0.09% | +7.4% |
| Q4 2021 | $538,000 | -5.8% | 12,422 | -5.1% | 0.08% | -18.2% |
| Q3 2021 | $571,000 | -4.8% | 13,095 | -0.3% | 0.10% | -51.9% |
| Q2 2021 | $600,000 | -3.7% | 13,131 | -6.5% | 0.21% | +76.1% |
| Q1 2021 | $623,000 | -9.1% | 14,041 | -15.7% | 0.12% | -15.2% |
| Q4 2020 | $685,000 | +12.5% | 16,651 | -0.7% | 0.14% | +2.2% |
| Q3 2020 | $609,000 | -11.7% | 16,772 | -7.6% | 0.14% | -12.3% |
| Q2 2020 | $690,000 | -10.7% | 18,149 | -19.0% | 0.15% | -15.4% |
| Q1 2020 | $773,000 | -26.1% | 22,408 | -1.9% | 0.18% | -6.7% |
| Q4 2019 | $1,046,000 | +10.9% | 22,847 | +6.3% | 0.20% | +5.4% |
| Q3 2019 | $943,000 | -10.4% | 21,491 | -9.6% | 0.18% | -11.5% |
| Q2 2019 | $1,052,000 | -3.4% | 23,774 | -3.5% | 0.21% | -1.9% |
| Q1 2019 | $1,089,000 | +26.2% | 24,649 | +14.7% | 0.21% | +13.3% |
| Q4 2018 | $863,000 | -10.3% | 21,486 | -2.5% | 0.19% | +11.9% |
| Q3 2018 | $962,000 | +2.7% | 22,029 | +0.8% | 0.17% | +1.8% |
| Q2 2018 | $937,000 | -5.4% | 21,845 | +5.5% | 0.16% | -7.3% |
| Q1 2018 | $990,000 | +15.8% | 20,712 | +9.9% | 0.18% | +11.9% |
| Q4 2017 | $855,000 | +28.4% | 18,850 | +21.7% | 0.16% | +21.4% |
| Q3 2017 | $666,000 | +10.6% | 15,486 | +5.4% | 0.13% | +3.1% |
| Q2 2017 | $602,000 | +13.4% | 14,695 | +13.1% | 0.13% | +10.4% |
| Q1 2017 | $531,000 | +16.2% | 12,995 | +6.1% | 0.12% | +5.5% |
| Q4 2016 | $457,000 | -2.4% | 12,252 | -1.7% | 0.11% | -0.9% |
| Q3 2016 | $468,000 | +32.6% | 12,470 | +25.0% | 0.11% | +34.1% |
| Q2 2016 | $353,000 | +22.1% | 9,975 | +50.1% | 0.08% | +24.2% |
| Q2 2015 | $289,000 | -16.0% | 6,645 | -17.8% | 0.07% | -30.5% |
| Q1 2015 | $344,000 | -14.9% | 8,084 | -15.7% | 0.10% | -35.8% |
| Q4 2014 | $404,000 | – | 9,585 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |