WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $116,188 | -2.1% | 3,100 | 0.0% | 0.08% | +5.1% |
Q2 2023 | $118,637 | +1.1% | 3,100 | 0.0% | 0.08% | -3.7% |
Q1 2023 | $117,366 | +6.2% | 3,100 | 0.0% | 0.08% | +3.8% |
Q4 2022 | $110,484 | +9.4% | 3,100 | 0.0% | 0.08% | -2.5% |
Q3 2022 | $101,000 | -12.2% | 3,100 | 0.0% | 0.08% | -4.7% |
Q2 2022 | $115,000 | -15.4% | 3,100 | 0.0% | 0.08% | +7.6% |
Q1 2022 | $136,000 | +1.5% | 3,100 | 0.0% | 0.08% | +12.9% |
Q4 2021 | $134,000 | -0.7% | 3,100 | 0.0% | 0.07% | -10.3% |
Q3 2021 | $135,000 | -4.9% | 3,100 | 0.0% | 0.08% | -2.5% |
Q2 2021 | $142,000 | +2.9% | 3,100 | 0.0% | 0.08% | -10.1% |
Q1 2021 | $138,000 | +7.8% | 3,100 | 0.0% | 0.09% | -4.3% |
Q4 2020 | $128,000 | +17.4% | 3,100 | 0.0% | 0.09% | -7.0% |
Q3 2020 | $109,000 | -2.7% | 3,100 | 0.0% | 0.10% | -18.7% |
Q2 2020 | $112,000 | +12.0% | 3,100 | 0.0% | 0.12% | -2.4% |
Q1 2020 | $100,000 | -58.5% | 3,100 | -41.2% | 0.13% | -37.0% |
Q4 2019 | $241,000 | – | 5,276 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |