CX Institutional - WISDOMTREE TR ownership

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
CX Institutional ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,196,741
-13.8%
165,335
-12.0%
0.34%
-8.3%
Q2 2023$7,190,698
-4.1%
187,894
-4.5%
0.37%
-6.8%
Q1 2023$7,495,381
+461.4%
196,757
+425.2%
0.40%
+392.6%
Q4 2022$1,335,148
-79.5%
37,462
-81.3%
0.08%
-82.0%
Q3 2022$6,504,000
+38.6%
199,944
+57.8%
0.45%
+27.4%
Q2 2022$4,692,000
-13.9%
126,709
+1.8%
0.35%
-18.8%
Q1 2022$5,449,000
+54.7%
124,515
+53.1%
0.44%
+55.7%
Q4 2021$3,523,000
+3.1%
81,322
+3.8%
0.28%
+0.4%
Q3 2021$3,417,000
-26.0%
78,313
-22.5%
0.28%
-26.4%
Q2 2021$4,617,000
+1.1%
101,068
-1.8%
0.38%
-7.1%
Q1 2021$4,565,000
-17.4%
102,919
-23.4%
0.41%
-23.5%
Q4 2020$5,529,000
+6.3%
134,397
-9.0%
0.53%
-5.2%
Q3 2020$5,203,000
+6837.3%
147,632
+7004.5%
0.56%
+5520.0%
Q2 2020$75,000
+11.9%
2,078
+0.1%
0.01%
-9.1%
Q1 2020$67,000
-98.8%
2,075
-98.3%
0.01%
-98.9%
Q4 2019$5,626,000
+7.5%
122,911
-3.0%
0.98%
+16.1%
Q3 2019$5,232,000
-9.3%
126,663
-2.0%
0.85%
-7.6%
Q2 2019$5,770,000
-17.6%
129,194
-19.1%
0.92%
-25.8%
Q1 2019$6,999,000
+1401.9%
159,651
+1275.7%
1.23%
+1159.2%
Q4 2018$466,000
-88.7%
11,605
-87.7%
0.10%
-92.8%
Q3 2018$4,133,000
-30.1%
94,642
-28.9%
1.37%
-1.7%
Q2 2018$5,916,000133,2011.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders