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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |