WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,602 | -2.1% | 5,539 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $211,978 | +5.8% | 5,539 | +4.6% | 0.02% | -3.8% |
| Q1 2023 | $200,431 | +2127.0% | 5,294 | +2482.4% | 0.03% | +2500.0% |
| Q1 2021 | $9,000 | +12.5% | 205 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 205 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 205 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $7,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -92.7% | 205 | -90.3% | 0.00% | -90.9% |
| Q4 2019 | $96,000 | +10.3% | 2,103 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $87,000 | -7.4% | 2,103 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $94,000 | -64.3% | 2,103 | -64.9% | 0.02% | -68.5% |
| Q1 2019 | $263,000 | -37.5% | 5,985 | -43.0% | 0.07% | -41.1% |
| Q4 2018 | $421,000 | -79.6% | 10,495 | -77.8% | 0.12% | -77.7% |
| Q3 2018 | $2,068,000 | -50.0% | 47,353 | -50.9% | 0.56% | -52.2% |
| Q2 2018 | $4,136,000 | -27.9% | 96,489 | -19.5% | 1.16% | -39.7% |
| Q1 2018 | $5,733,000 | -91.6% | 119,897 | -20.0% | 1.93% | -88.6% |
| Q4 2017 | $67,966,000 | +1058.6% | 149,868 | +9.9% | 16.97% | +754.8% |
| Q3 2017 | $5,866,000 | +8.8% | 136,422 | +3.7% | 1.98% | +7.5% |
| Q2 2017 | $5,392,000 | +2.3% | 131,533 | +1.9% | 1.85% | -6.5% |
| Q1 2017 | $5,270,000 | +3.8% | 129,020 | -1.2% | 1.98% | -33.8% |
| Q4 2016 | $5,077,000 | – | 130,522 | – | 2.98% | – |
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% |