WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
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% | – |
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% |