WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 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 ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |