WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,870 | -2.1% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,563 | -18.5% | 877 | -19.3% | 0.00% | 0.0% |
| Q1 2023 | $41,165 | +95.4% | 1,087 | +83.9% | 0.00% | 0.0% |
| Q4 2022 | $21,069 | +134.1% | 591 | +111.8% | 0.00% | – |
| Q3 2022 | $9,000 | 0.0% | 279 | +20.3% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 232 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 232 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 232 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | -9.1% | 232 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +10.0% | 232 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | -47.4% | 232 | -50.7% | 0.00% | -100.0% |
| Q4 2020 | $19,000 | +137.5% | 471 | +103.0% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $8,000 | +14.3% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -87.9% | 232 | -81.7% | 0.00% | -75.0% |
| Q4 2019 | $58,000 | +11.5% | 1,266 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $52,000 | -5.5% | 1,257 | +2.3% | 0.00% | -20.0% |
| Q2 2019 | $55,000 | +19.6% | 1,229 | +15.9% | 0.01% | 0.0% |
| Q1 2019 | $46,000 | +2.2% | 1,060 | -6.4% | 0.01% | -16.7% |
| Q4 2018 | $45,000 | -8.2% | 1,133 | +0.5% | 0.01% | 0.0% |
| Q3 2018 | $49,000 | +14.0% | 1,127 | +11.0% | 0.01% | 0.0% |
| Q2 2018 | $43,000 | +34.4% | 1,015 | +16.7% | 0.01% | -25.0% |
| Q4 2016 | $32,000 | – | 870 | – | 0.01% | – |
Download | ||||||
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% |