WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $165,675 | +37.1% | 4,376 | +29.1% | 0.01% | +28.6% |
| Q4 2022 | $120,820 | +20.8% | 3,390 | +49.0% | 0.01% | 0.0% |
| Q3 2021 | $100,000 | -16.7% | 2,275 | -13.2% | 0.01% | -22.2% |
| Q2 2021 | $120,000 | +11.1% | 2,622 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $108,000 | +1.9% | 2,445 | -5.0% | 0.01% | -10.0% |
| Q4 2020 | $106,000 | -8.6% | 2,574 | +1.2% | 0.01% | -33.3% |
| Q4 2019 | $116,000 | +11.5% | 2,543 | +1.0% | 0.02% | -11.8% |
| Q3 2019 | $104,000 | -8.0% | 2,518 | -0.2% | 0.02% | -22.7% |
| Q2 2019 | $113,000 | -15.7% | 2,524 | -24.3% | 0.02% | -35.3% |
| Q4 2018 | $134,000 | -33.0% | 3,335 | -27.2% | 0.03% | +6.2% |
| Q3 2018 | $200,000 | – | 4,582 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |