WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |