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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,573 | +6.7% | 7,459 | -7.6% | 0.02% | 0.0% |
| Q3 2022 | $262,000 | -14.7% | 8,075 | -2.7% | 0.02% | -27.3% |
| Q2 2022 | $307,000 | -11.3% | 8,300 | +4.9% | 0.03% | -5.7% |
| Q1 2022 | $346,000 | +3.0% | 7,916 | +2.0% | 0.04% | +6.1% |
| Q4 2021 | $336,000 | -3.2% | 7,760 | -2.5% | 0.03% | -10.8% |
| Q3 2021 | $347,000 | -3.3% | 7,963 | +1.1% | 0.04% | -7.5% |
| Q2 2021 | $359,000 | +2.9% | 7,877 | +0.0% | 0.04% | -7.0% |
| Q1 2021 | $349,000 | +6.4% | 7,874 | -1.5% | 0.04% | -4.4% |
| Q4 2020 | $328,000 | +21.0% | 7,996 | +4.0% | 0.04% | +2.3% |
| Q3 2020 | $271,000 | +8.8% | 7,690 | +11.5% | 0.04% | -2.2% |
| Q2 2020 | $249,000 | +21.5% | 6,896 | +8.1% | 0.04% | -2.2% |
| Q1 2020 | $205,000 | -38.1% | 6,378 | -11.9% | 0.05% | -23.3% |
| Q4 2019 | $331,000 | +42.7% | 7,241 | +28.7% | 0.06% | +33.3% |
| Q3 2019 | $232,000 | -73.3% | 5,627 | -70.0% | 0.04% | -70.8% |
| Q2 2019 | $868,000 | +1.3% | 18,746 | +0.8% | 0.15% | -6.1% |
| Q1 2019 | $857,000 | – | 18,599 | – | 0.16% | – |
Download | ||||||
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% |