WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |