WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $384,290 | -11.3% | 8,873 | -14.3% | 0.03% | -13.3% |
Q1 2024 | $433,379 | +2.1% | 10,358 | -0.7% | 0.03% | -3.2% |
Q4 2023 | $424,374 | +8.5% | 10,432 | 0.0% | 0.03% | -3.1% |
Q3 2023 | $390,992 | -2.1% | 10,432 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $399,233 | +15.5% | 10,432 | +14.3% | 0.03% | +6.7% |
Q1 2023 | $345,662 | +6.2% | 9,130 | 0.0% | 0.03% | +3.4% |
Q4 2022 | $325,393 | +1.7% | 9,130 | -7.1% | 0.03% | -6.5% |
Q3 2022 | $320,000 | -12.1% | 9,830 | 0.0% | 0.03% | -13.9% |
Q2 2022 | $364,000 | -15.3% | 9,830 | 0.0% | 0.04% | -2.7% |
Q1 2022 | $430,000 | -0.9% | 9,830 | -1.8% | 0.04% | 0.0% |
Q4 2021 | $434,000 | -0.7% | 10,010 | 0.0% | 0.04% | -9.8% |
Q3 2021 | $437,000 | -4.4% | 10,010 | 0.0% | 0.04% | -6.8% |
Q2 2021 | $457,000 | +2.9% | 10,010 | 0.0% | 0.04% | -4.3% |
Q1 2021 | $444,000 | +1.4% | 10,010 | -6.0% | 0.05% | -9.8% |
Q4 2020 | $438,000 | +15.6% | 10,650 | -0.9% | 0.05% | 0.0% |
Q3 2020 | $379,000 | -3.1% | 10,750 | -0.8% | 0.05% | -15.0% |
Q2 2020 | $391,000 | +8.0% | 10,835 | -3.5% | 0.06% | -18.9% |
Q1 2020 | $362,000 | -27.0% | 11,226 | +3.5% | 0.07% | -8.6% |
Q4 2019 | $496,000 | +6.9% | 10,842 | -3.4% | 0.08% | -2.4% |
Q3 2019 | $464,000 | -11.6% | 11,225 | -4.5% | 0.08% | -15.3% |
Q2 2019 | $525,000 | -9.6% | 11,755 | -11.3% | 0.10% | -13.3% |
Q1 2019 | $581,000 | +11.7% | 13,255 | +2.3% | 0.11% | -3.4% |
Q4 2018 | $520,000 | -8.1% | 12,955 | 0.0% | 0.12% | +0.9% |
Q3 2018 | $566,000 | +1.1% | 12,955 | -0.8% | 0.12% | -4.1% |
Q2 2018 | $560,000 | -16.0% | 13,055 | -6.4% | 0.12% | -19.3% |
Q1 2018 | $667,000 | +10.1% | 13,955 | +4.5% | 0.15% | +13.6% |
Q4 2017 | $606,000 | -11.3% | 13,355 | -15.9% | 0.13% | -21.4% |
Q3 2017 | $683,000 | -33.8% | 15,878 | -37.0% | 0.17% | -38.9% |
Q2 2017 | $1,032,000 | +0.4% | 25,188 | +0.1% | 0.28% | -3.5% |
Q1 2017 | $1,028,000 | +9.2% | 25,165 | -0.2% | 0.28% | -0.3% |
Q4 2016 | $941,000 | +7.9% | 25,205 | +8.6% | 0.29% | +8.7% |
Q3 2016 | $872,000 | +5.8% | 23,205 | -0.2% | 0.26% | -1.5% |
Q2 2016 | $824,000 | +5.2% | 23,255 | +3.4% | 0.27% | -5.0% |
Q1 2016 | $783,000 | +9.1% | 22,491 | -0.9% | 0.28% | +4.9% |
Q4 2015 | $718,000 | -29.5% | 22,686 | -25.5% | 0.27% | -33.0% |
Q3 2015 | $1,019,000 | -21.9% | 30,451 | +1.3% | 0.40% | -22.0% |
Q2 2015 | $1,305,000 | +5.3% | 30,051 | +3.1% | 0.51% | +0.8% |
Q1 2015 | $1,239,000 | +11.1% | 29,161 | +10.2% | 0.51% | +9.9% |
Q4 2014 | $1,115,000 | – | 26,461 | – | 0.46% | – |
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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% |