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 | $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% | – |
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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% |