WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 246 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |