WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,532,083 | +4.3% | 120,920 | +6.5% | 0.04% | +5.4% |
| Q2 2023 | $4,345,431 | -0.3% | 113,547 | -1.4% | 0.04% | -2.6% |
| Q1 2023 | $4,360,583 | +10.1% | 115,176 | +3.6% | 0.04% | +2.7% |
| Q4 2022 | $3,961,769 | +68.4% | 111,161 | +53.6% | 0.04% | -21.3% |
| Q3 2022 | $2,353,000 | -27.6% | 72,348 | -17.5% | 0.05% | -9.6% |
| Q2 2022 | $3,249,000 | +222.3% | 87,747 | +280.8% | 0.05% | +271.4% |
| Q1 2022 | $1,008,000 | -67.3% | 23,043 | -67.6% | 0.01% | -68.2% |
| Q4 2021 | $3,084,000 | +360.3% | 71,181 | +363.4% | 0.04% | +300.0% |
| Q3 2021 | $670,000 | +1.2% | 15,359 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $662,000 | +35.7% | 14,500 | +31.7% | 0.01% | +10.0% |
| Q1 2021 | $488,000 | -5.2% | 11,009 | -12.0% | 0.01% | 0.0% |
| Q4 2020 | $515,000 | +63.5% | 12,507 | +39.8% | 0.01% | -61.5% |
| Q3 2020 | $315,000 | +55.2% | 8,948 | +59.3% | 0.03% | +36.8% |
| Q2 2020 | $203,000 | – | 5,616 | – | 0.02% | – |
Download | ||||||
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% |