WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $625,000 | -46.8% | 16,888 | -37.1% | 0.16% | -43.1% |
| Q1 2022 | $1,175,000 | -17.0% | 26,849 | -17.8% | 0.28% | -17.3% |
| Q4 2021 | $1,415,000 | -30.6% | 32,663 | -30.1% | 0.34% | -32.8% |
| Q3 2021 | $2,038,000 | -2.3% | 46,720 | +2.2% | 0.51% | +30.8% |
| Q2 2021 | $2,087,000 | -14.2% | 45,693 | -16.7% | 0.39% | -16.9% |
| Q1 2021 | $2,433,000 | -4.4% | 54,842 | -11.3% | 0.47% | -18.5% |
| Q4 2020 | $2,544,000 | -46.7% | 61,827 | -54.3% | 0.57% | -58.4% |
| Q3 2020 | $4,771,000 | +2.0% | 135,393 | +4.5% | 1.38% | -11.9% |
| Q2 2020 | $4,679,000 | +271.6% | 129,505 | +231.6% | 1.57% | +15.3% |
| Q1 2020 | $1,259,000 | -26.2% | 39,052 | +4.8% | 1.36% | +10.4% |
| Q4 2019 | $1,705,000 | +12.0% | 37,253 | +1.0% | 1.23% | +5.0% |
| Q3 2019 | $1,523,000 | -6.9% | 36,873 | +0.7% | 1.17% | -5.0% |
| Q2 2019 | $1,635,000 | +1.1% | 36,599 | -0.9% | 1.23% | +3.0% |
| Q1 2019 | $1,618,000 | +8.2% | 36,914 | -0.9% | 1.20% | +1.1% |
| Q4 2018 | $1,495,000 | -7.5% | 37,236 | +0.6% | 1.18% | +4.5% |
| Q3 2018 | $1,616,000 | +0.6% | 37,008 | -1.2% | 1.13% | -4.0% |
| Q2 2018 | $1,606,000 | -15.8% | 37,469 | -6.1% | 1.18% | -17.4% |
| Q1 2018 | $1,908,000 | -5.8% | 39,908 | -10.7% | 1.43% | -3.4% |
| Q4 2017 | $2,026,000 | – | 44,680 | – | 1.48% | – |
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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% |