WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,954,546 | +4.0% | 45,129 | +0.5% | 0.01% | +20.0% |
| Q1 2024 | $1,879,215 | +6.9% | 44,914 | +4.0% | 0.01% | -16.7% |
| Q4 2023 | $1,757,396 | +10.4% | 43,200 | +1.7% | 0.01% | 0.0% |
| Q3 2023 | $1,592,286 | +13.5% | 42,483 | +15.9% | 0.01% | +20.0% |
| Q2 2023 | $1,402,554 | +130979.8% | 36,648 | +29.6% | 0.01% | 0.0% |
| Q1 2023 | $1,070 | +86.1% | 28,276 | +75.2% | 0.01% | +66.7% |
| Q4 2022 | $575 | -99.8% | 16,137 | +59.9% | 0.00% | +50.0% |
| Q3 2022 | $328,000 | +144.8% | 10,091 | +177.5% | 0.00% | +100.0% |
| Q2 2022 | $134,000 | -30.9% | 3,636 | -18.3% | 0.00% | 0.0% |
| Q1 2022 | $194,000 | -20.5% | 4,451 | -21.2% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +3.8% | 5,651 | +4.6% | 0.00% | 0.0% |
| Q3 2021 | $235,000 | +8.8% | 5,401 | +13.9% | 0.00% | 0.0% |
| Q2 2021 | $216,000 | +2.9% | 4,742 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $210,000 | +25.0% | 4,742 | +15.9% | 0.00% | 0.0% |
| Q4 2020 | $168,000 | +27.3% | 4,092 | +8.6% | 0.00% | 0.0% |
| Q3 2020 | $132,000 | -36.5% | 3,767 | -34.7% | 0.00% | -50.0% |
| Q2 2020 | $208,000 | -39.5% | 5,767 | -45.9% | 0.00% | -60.0% |
| Q1 2020 | $344,000 | +209.9% | 10,667 | +339.3% | 0.01% | +400.0% |
| Q4 2019 | $111,000 | +117.6% | 2,428 | +97.7% | 0.00% | 0.0% |
| Q3 2019 | $51,000 | – | 1,228 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |