WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -11.6% | 5,117 | -9.7% | 0.02% | +5.3% |
| Q4 2021 | $251,000 | -0.4% | 5,667 | +3.6% | 0.02% | -9.5% |
| Q3 2021 | $252,000 | -64.5% | 5,468 | -67.8% | 0.02% | -64.4% |
| Q2 2021 | $709,000 | -85.6% | 16,984 | -86.0% | 0.06% | -86.9% |
| Q1 2021 | $4,933,000 | -53.6% | 121,408 | -52.3% | 0.45% | -57.1% |
| Q4 2020 | $10,624,000 | +6.5% | 254,624 | -0.7% | 1.05% | -5.4% |
| Q3 2020 | $9,977,000 | -26.4% | 256,318 | +1485.9% | 1.11% | -31.1% |
| Q2 2020 | $13,560,000 | +3.4% | 16,162 | -95.9% | 1.61% | -12.5% |
| Q1 2020 | $13,108,000 | -55.3% | 395,753 | +17.3% | 1.84% | +18.6% |
| Q4 2019 | $29,316,000 | +648.2% | 337,321 | +255.6% | 1.55% | +189.9% |
| Q3 2019 | $3,918,000 | – | 94,847 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |