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 | $69,296 | +3.5% | 1,600 | 0.0% | 0.04% | +5.1% |
| Q1 2024 | $66,944 | +2.9% | 1,600 | 0.0% | 0.04% | -7.1% |
| Q4 2023 | $65,088 | -44.0% | 1,600 | -48.4% | 0.04% | -49.4% |
| 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% | – |
Download | ||||||
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% |