CX Institutional - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 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 Q2 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders