WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,813,270 | +2.2% | 47,381 | +1.1% | 0.08% | -5.7% |
| Q1 2023 | $1,774,914 | +520.6% | 46,881 | +478.4% | 0.09% | +123.1% |
| Q3 2020 | $286,000 | -10.1% | 8,105 | -7.8% | 0.04% | -15.2% |
| Q2 2020 | $318,000 | -31.8% | 8,795 | -39.2% | 0.05% | -41.8% |
| Q1 2020 | $466,000 | -57.5% | 14,465 | -39.6% | 0.08% | -53.3% |
| Q4 2019 | $1,097,000 | +4.4% | 23,961 | -5.8% | 0.17% | -3.4% |
| Q3 2019 | $1,051,000 | -13.6% | 25,432 | -6.7% | 0.18% | -15.5% |
| Q2 2019 | $1,217,000 | -2.6% | 27,246 | -4.4% | 0.21% | -6.8% |
| Q1 2019 | $1,250,000 | -8.4% | 28,504 | -16.1% | 0.22% | -19.9% |
| Q4 2018 | $1,365,000 | +454.9% | 33,988 | +500.6% | 0.28% | +295.7% |
| Q2 2015 | $246,000 | +11.3% | 5,659 | +9.0% | 0.07% | +6.1% |
| Q1 2015 | $221,000 | +1.8% | 5,194 | +0.9% | 0.07% | -18.5% |
| Q4 2014 | $217,000 | -27.9% | 5,148 | -18.3% | 0.08% | -25.0% |
| Q3 2014 | $301,000 | -11.2% | 6,298 | -3.7% | 0.11% | -21.2% |
| Q2 2014 | $339,000 | +0.3% | 6,540 | -5.1% | 0.14% | +7.0% |
| Q1 2014 | $338,000 | – | 6,891 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |