WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |