WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $208,000 | -12.2% | 6,405 | 0.0% | 0.03% | -11.1% |
| Q2 2022 | $237,000 | -16.8% | 6,405 | -1.5% | 0.04% | -7.7% |
| Q1 2022 | $285,000 | -1.4% | 6,505 | -2.6% | 0.04% | 0.0% |
| Q4 2021 | $289,000 | -1.7% | 6,680 | -0.7% | 0.04% | -9.3% |
| Q3 2021 | $294,000 | -3.0% | 6,729 | -0.3% | 0.04% | -4.4% |
| Q2 2021 | $303,000 | +1.3% | 6,748 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $299,000 | -10.2% | 6,748 | -16.6% | 0.05% | -20.0% |
| Q4 2020 | $333,000 | +16.0% | 8,091 | -0.7% | 0.06% | +3.4% |
| Q3 2020 | $287,000 | -2.4% | 8,148 | 0.0% | 0.06% | -9.4% |
| Q2 2020 | $294,000 | +11.8% | 8,148 | 0.0% | 0.06% | -8.6% |
| Q1 2020 | $263,000 | -32.2% | 8,148 | -3.8% | 0.07% | -17.6% |
| Q4 2019 | $388,000 | +10.9% | 8,467 | 0.0% | 0.08% | +1.2% |
| Q3 2019 | $350,000 | -7.7% | 8,467 | -0.2% | 0.08% | -7.7% |
| Q2 2019 | $379,000 | +1.1% | 8,482 | -0.9% | 0.09% | -2.2% |
| Q1 2019 | $375,000 | +0.8% | 8,561 | -7.6% | 0.09% | -8.8% |
| Q4 2018 | $372,000 | -6.8% | 9,266 | +1.3% | 0.10% | 0.0% |
| Q3 2018 | $399,000 | +1.8% | 9,146 | -0.0% | 0.10% | -4.7% |
| Q2 2018 | $392,000 | -10.5% | 9,147 | -0.2% | 0.11% | -17.1% |
| Q1 2018 | $438,000 | +13.2% | 9,169 | +7.4% | 0.13% | +10.3% |
| Q4 2017 | $387,000 | +1.6% | 8,535 | -3.7% | 0.12% | -7.1% |
| Q3 2017 | $381,000 | -0.5% | 8,859 | -5.1% | 0.13% | -6.7% |
| Q2 2017 | $383,000 | -28.7% | 9,334 | -28.9% | 0.14% | -34.8% |
| Q1 2017 | $537,000 | -73.6% | 13,136 | -75.9% | 0.21% | -76.6% |
| Q4 2016 | $2,033,000 | -28.4% | 54,452 | -27.9% | 0.88% | -35.9% |
| Q3 2016 | $2,838,000 | +4.1% | 75,550 | -1.8% | 1.38% | -6.4% |
| Q2 2016 | $2,725,000 | +0.8% | 76,934 | -0.9% | 1.47% | -7.4% |
| Q1 2016 | $2,703,000 | +10.1% | 77,603 | 0.0% | 1.59% | -4.1% |
| Q4 2015 | $2,455,000 | -7.8% | 77,603 | -2.5% | 1.66% | -17.3% |
| Q3 2015 | $2,663,000 | -24.2% | 79,554 | -1.7% | 2.01% | -22.1% |
| Q2 2015 | $3,515,000 | -8.7% | 80,933 | 0.0% | 2.57% | -16.3% |
| Q1 2015 | $3,851,000 | +10.5% | 80,933 | -0.1% | 3.08% | +5.8% |
| Q4 2014 | $3,485,000 | – | 80,981 | – | 2.91% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |