WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 246 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $182,249 | -2.8% | 4,208 | -6.1% | 0.03% | -8.3% |
| Q1 2024 | $187,444 | -9.1% | 4,480 | -11.6% | 0.04% | -12.2% |
| Q4 2023 | $206,207 | +21.2% | 5,069 | +11.6% | 0.04% | +7.9% |
| Q3 2023 | $170,197 | +10.8% | 4,541 | +5.4% | 0.04% | +2.7% |
| Q2 2023 | $153,573 | 0.0% | 4,309 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $153,573 | 0.0% | 4,309 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $153,573 | +8.2% | 4,309 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $142,000 | -5.3% | 4,309 | +2.1% | 0.04% | -2.6% |
| Q2 2022 | $150,000 | -27.9% | 4,220 | -11.4% | 0.04% | -20.8% |
| Q1 2022 | $208,000 | -56.4% | 4,765 | -56.7% | 0.05% | -57.9% |
| Q4 2021 | $477,000 | +311.2% | 11,010 | +313.4% | 0.11% | +267.7% |
| Q3 2021 | $116,000 | -4.9% | 2,663 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $122,000 | +3.4% | 2,663 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $118,000 | -18.6% | 2,663 | -24.3% | 0.03% | -26.1% |
| Q4 2020 | $145,000 | -35.3% | 3,518 | -44.6% | 0.05% | +4.5% |
| Q3 2020 | $224,000 | -15.8% | 6,345 | -13.8% | 0.04% | -56.4% |
| Q2 2020 | $266,000 | -1.1% | 7,362 | -11.6% | 0.10% | -22.3% |
| Q1 2020 | $269,000 | -22.7% | 8,328 | +9.4% | 0.13% | -7.8% |
| Q4 2019 | $348,000 | +107.1% | 7,610 | +87.2% | 0.14% | +147.4% |
| Q3 2019 | $168,000 | +500.0% | 4,065 | +561.0% | 0.06% | +418.2% |
| Q2 2019 | $28,000 | +33.3% | 615 | +25.5% | 0.01% | +22.2% |
| Q1 2019 | $21,000 | +75.0% | 490 | +63.3% | 0.01% | +50.0% |
| Q4 2018 | $12,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |