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 | $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 | $37,272,000 | – | 884,061 | – | 0.03% | – |
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% |