WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $386,719 | -2.4% | 10,318 | -0.4% | 0.05% | 0.0% |
Q2 2023 | $396,401 | -0.4% | 10,358 | -1.5% | 0.05% | -4.1% |
Q1 2023 | $398,023 | +5.8% | 10,513 | -0.4% | 0.05% | 0.0% |
Q4 2022 | $376,358 | -0.2% | 10,560 | -8.9% | 0.05% | -5.8% |
Q3 2022 | $377,000 | -12.7% | 11,586 | -0.7% | 0.05% | -11.9% |
Q2 2022 | $432,000 | -30.1% | 11,665 | -17.4% | 0.06% | -16.9% |
Q1 2022 | $618,000 | -19.3% | 14,116 | -20.1% | 0.07% | -15.5% |
Q4 2021 | $766,000 | -3.8% | 17,678 | -3.1% | 0.08% | -8.7% |
Q3 2021 | $796,000 | -6.5% | 18,241 | -2.0% | 0.09% | -7.1% |
Q2 2021 | $851,000 | +2.4% | 18,619 | -0.6% | 0.10% | -4.8% |
Q1 2021 | $831,000 | +2.2% | 18,724 | -5.3% | 0.10% | -3.7% |
Q4 2020 | $813,000 | +12.6% | 19,771 | -3.5% | 0.11% | -5.3% |
Q3 2020 | $722,000 | -19.7% | 20,489 | -17.7% | 0.11% | -24.0% |
Q2 2020 | $899,000 | -11.0% | 24,890 | -20.5% | 0.15% | -31.2% |
Q1 2020 | $1,010,000 | -54.7% | 31,311 | -35.7% | 0.22% | -41.2% |
Q4 2019 | $2,228,000 | -15.2% | 48,679 | -23.4% | 0.37% | -20.0% |
Q3 2019 | $2,627,000 | -15.9% | 63,585 | -9.1% | 0.46% | -18.2% |
Q2 2019 | $3,123,000 | -12.2% | 69,939 | -13.8% | 0.57% | -15.0% |
Q1 2019 | $3,558,000 | +2.7% | 81,149 | -5.9% | 0.67% | -12.1% |
Q4 2018 | $3,463,000 | -21.3% | 86,245 | -14.4% | 0.76% | -11.6% |
Q3 2018 | $4,401,000 | +1.5% | 100,776 | -0.4% | 0.86% | -3.4% |
Q2 2018 | $4,337,000 | -5.2% | 101,158 | +5.8% | 0.89% | -5.8% |
Q1 2018 | $4,573,000 | +5.6% | 95,634 | +0.2% | 0.94% | -0.6% |
Q4 2017 | $4,330,000 | +5.0% | 95,483 | +0.4% | 0.95% | -1.0% |
Q3 2017 | $4,123,000 | +9.0% | 95,125 | +2.5% | 0.96% | -0.5% |
Q2 2017 | $3,784,000 | +7.8% | 92,820 | +8.4% | 0.96% | +0.4% |
Q1 2017 | $3,510,000 | +13.2% | 85,625 | +4.3% | 0.96% | -10.6% |
Q4 2016 | $3,100,000 | +12.4% | 82,058 | +11.2% | 1.08% | +11.5% |
Q3 2016 | $2,758,000 | +6.7% | 73,792 | +0.3% | 0.96% | +1.0% |
Q2 2016 | $2,586,000 | – | 73,562 | – | 0.95% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |