UBS Group AG - WISDOMTREE TR ownership

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
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$65,856,745
-10.3%
1,757,117
-8.4%
0.02%
-8.0%
Q2 2023$73,392,216
+12.2%
1,917,748
+11.0%
0.02%
+4.2%
Q1 2023$65,393,874
+38.7%
1,727,255
+30.6%
0.02%
+33.3%
Q4 2022$47,134,756
+32.6%
1,322,524
+21.0%
0.02%
+12.5%
Q3 2022$35,558,000
+1.4%
1,093,089
+15.4%
0.02%
+14.3%
Q2 2022$35,074,000
-14.8%
947,181
+0.6%
0.01%0.0%
Q1 2022$41,189,000
+1.8%
941,238
+0.8%
0.01%
+16.7%
Q4 2021$40,466,000
-1.3%
934,125
-0.6%
0.01%
-7.7%
Q3 2021$40,985,000
-7.3%
939,379
-3.0%
0.01%
-7.1%
Q2 2021$44,226,000
+2.7%
968,173
-0.3%
0.01%0.0%
Q1 2021$43,073,000
+21.5%
970,983
+12.6%
0.01%
+16.7%
Q4 2020$35,462,000
+12.9%
861,975
-3.3%
0.01%0.0%
Q3 2020$31,406,000
-7.4%
891,223
-5.1%
0.01%
-14.3%
Q2 2020$33,925,000
-14.0%
938,965
-23.3%
0.01%
-26.3%
Q1 2020$39,457,000
-48.6%
1,223,482
-27.0%
0.02%
-29.6%
Q4 2019$76,696,000
+13.2%
1,675,689
+2.1%
0.03%
+3.8%
Q3 2019$67,776,000
-16.8%
1,640,665
-10.1%
0.03%
-16.1%
Q2 2019$81,501,000
-1.2%
1,824,936
-3.0%
0.03%
-8.8%
Q1 2019$82,464,000
-2.9%
1,881,018
-11.0%
0.03%
-10.5%
Q4 2018$84,887,000
+13.7%
2,114,248
+23.6%
0.04%
+26.7%
Q3 2018$74,685,000
+2.9%
1,710,209
+1.0%
0.03%
-3.2%
Q2 2018$72,573,000
-14.4%
1,692,855
-4.5%
0.03%
-16.2%
Q1 2018$84,809,000
+6.0%
1,773,494
+0.6%
0.04%
+12.1%
Q4 2017$79,978,000
+6.6%
1,763,557
+1.1%
0.03%
-5.7%
Q3 2017$75,034,000
+5.5%
1,744,979
+0.6%
0.04%
-5.4%
Q2 2017$71,108,000
+16.5%
1,734,775
+16.1%
0.04%
+12.1%
Q1 2017$61,053,000
+21.9%
1,494,567
+11.4%
0.03%
+17.9%
Q4 2016$50,094,000
+4.9%
1,341,570
+5.5%
0.03%0.0%
Q3 2016$47,771,000
+65.9%
1,271,527
+56.4%
0.03%
+55.6%
Q2 2016$28,793,000
+29.4%
812,896
+27.2%
0.02%
+20.0%
Q1 2016$22,259,000
+5.0%
639,065
-4.6%
0.02%
+7.1%
Q4 2015$21,199,000
-19.9%
670,011
-15.3%
0.01%
-26.3%
Q3 2015$26,477,000
-36.4%
790,827
-17.5%
0.02%
-32.1%
Q2 2015$41,627,000
+10.7%
958,486
+8.4%
0.03%
+7.7%
Q1 2015$37,596,000
+0.9%
884,614
+0.1%
0.03%0.0%
Q4 2014$37,272,000884,0610.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders