WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $317,755 | +9.6% | 8,916 | +0.1% | 0.03% | 0.0% |
| Q3 2022 | $290,000 | -11.9% | 8,903 | +0.2% | 0.03% | -9.7% |
| Q2 2022 | $329,000 | -16.7% | 8,883 | -1.5% | 0.03% | -8.8% |
| Q1 2022 | $395,000 | +29.1% | 9,016 | +27.7% | 0.03% | -2.9% |
| Q4 2021 | $306,000 | -23.7% | 7,061 | -23.1% | 0.04% | -10.3% |
| Q3 2021 | $401,000 | -5.9% | 9,181 | -1.5% | 0.04% | -13.3% |
| Q2 2021 | $426,000 | -1.6% | 9,317 | -4.5% | 0.04% | -10.0% |
| Q1 2021 | $433,000 | -12.0% | 9,751 | -18.5% | 0.05% | -20.6% |
| Q4 2020 | $492,000 | +10.8% | 11,960 | -5.1% | 0.06% | -6.0% |
| Q3 2020 | $444,000 | -13.6% | 12,597 | -11.4% | 0.07% | -24.7% |
| Q2 2020 | $514,000 | -7.9% | 14,215 | -17.8% | 0.09% | -29.4% |
| Q1 2020 | $558,000 | -36.9% | 17,296 | -10.6% | 0.13% | -24.6% |
| Q4 2019 | $885,000 | +10.2% | 19,346 | -0.5% | 0.17% | -2.9% |
| Q3 2019 | $803,000 | -19.3% | 19,441 | -12.8% | 0.17% | -22.9% |
| Q2 2019 | $995,000 | -2.1% | 22,290 | -3.8% | 0.22% | -20.6% |
| Q1 2019 | $1,016,000 | +5.0% | 23,165 | -3.9% | 0.28% | -47.6% |
| Q4 2018 | $968,000 | -21.5% | 24,109 | -14.6% | 0.54% | +38.9% |
| Q3 2018 | $1,233,000 | -55.1% | 28,231 | -55.9% | 0.39% | -60.3% |
| Q2 2018 | $2,746,000 | -13.2% | 64,047 | -3.2% | 0.97% | -18.9% |
| Q1 2018 | $3,163,000 | +9.4% | 66,146 | +3.8% | 1.20% | +6.2% |
| Q4 2017 | $2,890,000 | – | 63,716 | – | 1.13% | – |
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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% |