WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,410,604 | -8.4% | 37,636 | -6.5% | 0.13% | -7.1% |
| Q2 2023 | $1,540,093 | +0.0% | 40,243 | -1.0% | 0.14% | -7.9% |
| Q1 2023 | $1,539,441 | +20.5% | 40,661 | +13.5% | 0.15% | +10.9% |
| Q4 2022 | $1,277,064 | +3.0% | 35,832 | -6.0% | 0.14% | -6.2% |
| Q3 2022 | $1,240,000 | -14.0% | 38,110 | -2.2% | 0.15% | -8.2% |
| Q2 2022 | $1,442,000 | -22.9% | 38,951 | -8.9% | 0.16% | -12.6% |
| Q1 2022 | $1,870,000 | +0.4% | 42,738 | -0.6% | 0.18% | +9.6% |
| Q4 2021 | $1,863,000 | -17.9% | 43,011 | -13.3% | 0.17% | -28.8% |
| Q3 2021 | $2,270,000 | -3.2% | 49,616 | -3.3% | 0.23% | -4.5% |
| Q2 2021 | $2,344,000 | -6.1% | 51,317 | -8.8% | 0.24% | -33.9% |
| Q1 2021 | $2,496,000 | -0.5% | 56,272 | -7.7% | 0.37% | -7.5% |
| Q4 2020 | $2,508,000 | +15.6% | 60,970 | -0.9% | 0.40% | +1.8% |
| Q3 2020 | $2,169,000 | -6.7% | 61,553 | -4.4% | 0.39% | -15.0% |
| Q2 2020 | $2,326,000 | +11.4% | 64,390 | -0.5% | 0.46% | -7.4% |
| Q1 2020 | $2,088,000 | -29.8% | 64,734 | -0.3% | 0.50% | -14.7% |
| Q4 2019 | $2,973,000 | +9.6% | 64,949 | -1.1% | 0.58% | +4.8% |
| Q3 2019 | $2,713,000 | -10.4% | 65,662 | -3.1% | 0.56% | -9.0% |
| Q2 2019 | $3,028,000 | +1.1% | 67,796 | -0.7% | 0.61% | -1.0% |
| Q1 2019 | $2,995,000 | +0.5% | 68,306 | -8.0% | 0.62% | -9.3% |
| Q4 2018 | $2,981,000 | -10.6% | 74,237 | -2.8% | 0.68% | +0.4% |
| Q3 2018 | $3,334,000 | -1.4% | 76,354 | -3.2% | 0.68% | +1.2% |
| Q2 2018 | $3,381,000 | -15.2% | 78,877 | -5.4% | 0.67% | -18.4% |
| Q1 2018 | $3,989,000 | -0.9% | 83,414 | -6.0% | 0.82% | +0.6% |
| Q4 2017 | $4,024,000 | +4.3% | 88,727 | -1.1% | 0.82% | -1.1% |
| Q3 2017 | $3,857,000 | +3.2% | 89,705 | -1.6% | 0.82% | -4.1% |
| Q2 2017 | $3,736,000 | +8.2% | 91,141 | +7.9% | 0.86% | +0.9% |
| Q1 2017 | $3,452,000 | +16.3% | 84,498 | +6.3% | 0.85% | +3.1% |
| Q4 2016 | $2,969,000 | -0.9% | 79,497 | -0.3% | 0.83% | -3.3% |
| Q3 2016 | $2,997,000 | +1.9% | 79,753 | -4.0% | 0.85% | -4.0% |
| Q2 2016 | $2,942,000 | +3.2% | 83,045 | +1.4% | 0.89% | -8.8% |
| Q1 2016 | $2,852,000 | +8.4% | 81,899 | -1.5% | 0.98% | +1.7% |
| Q4 2015 | $2,632,000 | -11.3% | 83,178 | -6.1% | 0.96% | -13.7% |
| Q3 2015 | $2,967,000 | -28.6% | 88,616 | -7.4% | 1.11% | -23.2% |
| Q2 2015 | $4,157,000 | +10.4% | 95,726 | +8.1% | 1.45% | +7.6% |
| Q1 2015 | $3,765,000 | +0.6% | 88,579 | -0.2% | 1.35% | -2.5% |
| Q4 2014 | $3,742,000 | +3.4% | 88,751 | +17.1% | 1.38% | -6.3% |
| Q3 2014 | $3,620,000 | -12.2% | 75,766 | -4.7% | 1.48% | -7.5% |
| Q2 2014 | $4,122,000 | +9.0% | 79,510 | +3.2% | 1.60% | -3.9% |
| Q1 2014 | $3,782,000 | +8.1% | 77,069 | +12.4% | 1.66% | +6.5% |
| Q4 2013 | $3,499,000 | – | 68,568 | – | 1.56% | – |
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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% |