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 | $612,918 | +5.7% | 16,353 | +7.9% | 0.03% | +7.7% |
| Q2 2023 | $579,979 | -6.5% | 15,155 | -7.5% | 0.03% | -3.7% |
| Q1 2023 | $620,004 | +23.0% | 16,376 | +15.7% | 0.03% | +12.5% |
| Q4 2022 | $504,256 | +1.9% | 14,149 | -6.9% | 0.02% | -14.3% |
| Q3 2022 | $495,000 | -10.0% | 15,205 | +2.4% | 0.03% | -15.2% |
| Q2 2022 | $550,000 | +1.7% | 14,842 | +20.0% | 0.03% | 0.0% |
| Q1 2022 | $541,000 | +13.7% | 12,371 | +12.6% | 0.03% | +17.9% |
| Q4 2021 | $476,000 | +7.0% | 10,990 | +7.7% | 0.03% | -3.4% |
| Q3 2021 | $445,000 | -4.3% | 10,204 | +0.3% | 0.03% | -6.5% |
| Q2 2021 | $465,000 | +434.5% | 10,172 | +421.6% | 0.03% | +416.7% |
| Q1 2021 | $87,000 | +1142.9% | 1,950 | +842.0% | 0.01% | +500.0% |
| Q1 2020 | $7,000 | -89.1% | 207 | -85.2% | 0.00% | -87.5% |
| Q4 2019 | $64,000 | +23.1% | 1,398 | +11.5% | 0.01% | 0.0% |
| Q3 2019 | $52,000 | +40.5% | 1,254 | +50.0% | 0.01% | +33.3% |
| Q2 2019 | $37,000 | +12.1% | 836 | +11.6% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | -50.0% | 749 | -54.6% | 0.01% | -53.8% |
| Q4 2018 | $66,000 | -47.2% | 1,648 | -42.5% | 0.01% | -43.5% |
| Q3 2018 | $125,000 | -4.6% | 2,867 | -6.3% | 0.02% | -11.5% |
| Q2 2018 | $131,000 | -16.0% | 3,061 | -6.1% | 0.03% | -25.7% |
| Q1 2018 | $156,000 | +17.3% | 3,259 | +11.1% | 0.04% | +2.9% |
| Q4 2017 | $133,000 | – | 2,934 | – | 0.03% | – |
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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% |