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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $3,030 | +1.0% | 85 | +1.2% | 0.00% | – |
Q3 2022 | $3,000 | +50.0% | 84 | +42.4% | 0.00% | – |
Q2 2022 | $2,000 | 0.0% | 59 | +34.1% | 0.00% | – |
Q1 2022 | $2,000 | +100.0% | 44 | +37.5% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 32 | +3.2% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 31 | +47.6% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 21 | +23.5% | 0.00% | – |
Q1 2021 | $1,000 | -50.0% | 17 | -64.6% | 0.00% | – |
Q4 2020 | $2,000 | +100.0% | 48 | +108.7% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 23 | +9.5% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | -80.0% | 21 | -80.9% | 0.00% | -100.0% |
Q2 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $4,000 | -42.9% | 110 | -42.1% | 0.00% | 0.0% |
Q4 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $7,000 | – | 190 | – | 0.00% | – |
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% |