WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 220 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,472,129 | -5.2% | 226,044 | -3.2% | 0.02% | -4.2% |
Q2 2023 | $8,934,290 | +2.0% | 233,454 | +0.9% | 0.02% | +9.1% |
Q1 2023 | $8,762,205 | +137931.0% | 231,437 | +29.9% | 0.02% | +29.4% |
Q4 2022 | $6,348 | -99.2% | 178,119 | +633.5% | 0.02% | +750.0% |
Q3 2022 | $790,000 | -10.8% | 24,282 | +1.5% | 0.00% | 0.0% |
Q2 2022 | $886,000 | -16.5% | 23,920 | -1.4% | 0.00% | -33.3% |
Q1 2022 | $1,061,000 | -89.3% | 24,254 | -89.4% | 0.00% | -87.0% |
Q4 2021 | $9,914,000 | +6.9% | 228,858 | +7.7% | 0.02% | -4.2% |
Q3 2021 | $9,271,000 | +0.0% | 212,481 | +4.7% | 0.02% | 0.0% |
Q2 2021 | $9,268,000 | -12.3% | 202,891 | -14.8% | 0.02% | -20.0% |
Q1 2021 | $10,564,000 | +11.4% | 238,135 | +3.3% | 0.03% | +7.1% |
Q4 2020 | $9,487,000 | -0.3% | 230,602 | -14.6% | 0.03% | -15.2% |
Q3 2020 | $9,519,000 | +5.7% | 270,122 | +8.4% | 0.03% | -2.9% |
Q2 2020 | $9,006,000 | -24.6% | 249,264 | -32.7% | 0.03% | -38.2% |
Q1 2020 | $11,937,000 | -30.1% | 370,135 | -0.8% | 0.06% | -9.8% |
Q4 2019 | $17,081,000 | +34.2% | 373,185 | +21.1% | 0.06% | +22.0% |
Q3 2019 | $12,726,000 | +2.0% | 308,070 | +10.3% | 0.05% | +4.2% |
Q2 2019 | $12,473,000 | +9.4% | 279,290 | +7.4% | 0.05% | -28.4% |
Q1 2019 | $11,399,000 | +21.2% | 260,023 | +11.0% | 0.07% | +4.7% |
Q4 2018 | $9,407,000 | -19.1% | 234,288 | -11.6% | 0.06% | -12.3% |
Q3 2018 | $11,633,000 | -17.1% | 265,108 | -19.0% | 0.07% | -23.2% |
Q2 2018 | $14,025,000 | -24.0% | 327,154 | -15.2% | 0.10% | -26.9% |
Q1 2018 | $18,448,000 | +20.6% | 385,776 | +14.4% | 0.13% | +20.4% |
Q4 2017 | $15,299,000 | +10.0% | 337,360 | +4.3% | 0.11% | +2.9% |
Q3 2017 | $13,908,000 | +26.8% | 323,431 | +20.9% | 0.10% | +22.1% |
Q2 2017 | $10,966,000 | +13.2% | 267,539 | +12.8% | 0.09% | +10.3% |
Q1 2017 | $9,690,000 | +32.1% | 237,213 | +20.8% | 0.08% | +21.9% |
Q4 2016 | $7,334,000 | +591.2% | 196,403 | +595.3% | 0.06% | +540.0% |
Q3 2016 | $1,061,000 | +16.3% | 28,246 | +9.8% | 0.01% | +25.0% |
Q2 2016 | $912,000 | +22.9% | 25,730 | +20.8% | 0.01% | +14.3% |
Q1 2016 | $742,000 | +26.4% | 21,306 | +14.9% | 0.01% | +16.7% |
Q4 2015 | $587,000 | -28.8% | 18,546 | -24.6% | 0.01% | -33.3% |
Q3 2015 | $824,000 | -81.7% | 24,613 | -76.3% | 0.01% | -79.5% |
Q2 2015 | $4,514,000 | – | 103,933 | – | 0.04% | – |
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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% |