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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | +0.9% | 5,092 | 0.0% | 0.11% | +5.9% |
| Q4 2021 | $221,000 | -0.5% | 5,092 | +0.2% | 0.10% | -9.8% |
| Q3 2021 | $222,000 | -5.1% | 5,080 | -0.9% | 0.11% | -5.1% |
| Q2 2021 | $234,000 | +3.5% | 5,125 | +0.5% | 0.12% | -3.3% |
| Q1 2021 | $226,000 | -0.4% | 5,100 | -7.4% | 0.12% | -6.2% |
| Q4 2020 | $227,000 | +12.9% | 5,507 | -0.9% | 0.13% | -5.1% |
| Q2 2020 | $201,000 | -40.9% | 5,558 | -25.1% | 0.14% | -41.2% |
| Q4 2019 | $340,000 | +11.5% | 7,419 | +0.5% | 0.23% | +5.4% |
| Q3 2019 | $305,000 | -9.2% | 7,384 | -1.9% | 0.22% | -11.6% |
| Q2 2019 | $336,000 | 0.0% | 7,529 | -1.8% | 0.25% | -0.4% |
| Q1 2019 | $336,000 | +9.1% | 7,670 | 0.0% | 0.25% | -5.6% |
| Q4 2018 | $308,000 | -12.3% | 7,670 | -6.4% | 0.27% | -7.0% |
| Q2 2018 | $351,000 | -12.7% | 8,195 | -2.5% | 0.29% | -15.1% |
| Q1 2018 | $402,000 | +5.2% | 8,407 | -0.1% | 0.34% | +8.7% |
| Q4 2017 | $382,000 | -10.1% | 8,417 | -14.8% | 0.31% | -15.1% |
| Q3 2017 | $425,000 | +4.2% | 9,882 | -0.8% | 0.36% | +4.0% |
| Q2 2017 | $408,000 | -9.9% | 9,965 | -10.2% | 0.35% | -10.7% |
| Q1 2017 | $453,000 | -94.9% | 11,097 | -95.3% | 0.39% | -94.8% |
| Q4 2016 | $8,826,000 | -0.1% | 236,360 | +1.1% | 7.57% | -0.3% |
| Q3 2016 | $8,835,000 | +8.8% | 233,841 | +2.0% | 7.59% | +2.3% |
| Q2 2016 | $8,123,000 | +7.9% | 229,320 | +6.1% | 7.42% | +4.4% |
| Q1 2016 | $7,530,000 | +18.8% | 216,200 | +7.9% | 7.11% | +14.0% |
| Q4 2015 | $6,339,000 | +12.5% | 200,341 | +19.0% | 6.24% | +57.0% |
| Q3 2015 | $5,634,000 | -23.5% | 168,284 | -0.7% | 3.97% | -29.8% |
| Q2 2015 | $7,361,000 | +30.6% | 169,488 | +27.8% | 5.66% | +32.7% |
| Q1 2015 | $5,638,000 | +10.6% | 132,661 | +9.8% | 4.27% | +5.5% |
| Q4 2014 | $5,096,000 | – | 120,873 | – | 4.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |