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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,141 | -9.0% | 22,309 | -7.1% | 0.70% | -13.6% |
| Q2 2023 | $918,939 | +2.8% | 24,012 | +1.7% | 0.81% | -7.2% |
| Q1 2023 | $893,950 | +341.1% | 23,612 | +315.2% | 0.87% | +276.3% |
| Q4 2022 | $202,685 | +9.6% | 5,687 | 0.0% | 0.23% | +5.5% |
| Q3 2022 | $185,000 | -49.5% | 5,687 | -42.5% | 0.22% | -42.3% |
| Q2 2022 | $366,000 | -20.6% | 9,882 | -6.2% | 0.38% | -0.8% |
| Q1 2022 | $461,000 | +70.7% | 10,536 | +69.3% | 0.38% | +88.2% |
| Q4 2021 | $270,000 | -0.4% | 6,222 | 0.0% | 0.20% | -2.4% |
| Q3 2021 | $271,000 | +17.3% | 6,222 | +23.3% | 0.21% | +11.8% |
| Q2 2021 | $231,000 | +39.2% | 5,047 | +34.5% | 0.19% | +36.5% |
| Q1 2021 | $166,000 | +1006.7% | 3,752 | +942.2% | 0.14% | +878.6% |
| Q4 2020 | $15,000 | +15.4% | 360 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $13,000 | 0.0% | 360 | 0.0% | 0.01% | -13.3% |
| Q2 2020 | $13,000 | +8.3% | 360 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $12,000 | -25.0% | 360 | 0.0% | 0.02% | +6.7% |
| Q4 2019 | $16,000 | – | 360 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |