WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |