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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $109 | +6.9% | 2,872 | 0.0% | 0.08% | +11.9% |
Q4 2022 | $102 | -99.9% | 2,872 | 0.0% | 0.07% | -16.2% |
Q3 2022 | $93,000 | -25.0% | 2,872 | 0.0% | 0.08% | -10.1% |
Q4 2021 | $124,000 | -0.8% | 2,872 | 0.0% | 0.09% | -19.8% |
Q3 2021 | $125,000 | -4.6% | 2,872 | 0.0% | 0.11% | +12.1% |
Q2 2021 | $131,000 | +3.1% | 2,872 | 0.0% | 0.10% | -1.0% |
Q1 2021 | $127,000 | +7.6% | 2,872 | 0.0% | 0.10% | +9.9% |
Q4 2020 | $118,000 | +2.6% | 2,872 | -11.8% | 0.09% | +18.2% |
Q3 2020 | $115,000 | +9.5% | 3,255 | 0.0% | 0.08% | +1.3% |
Q1 2020 | $105,000 | -29.5% | 3,255 | 0.0% | 0.08% | -5.0% |
Q4 2019 | $149,000 | +11.2% | 3,255 | 0.0% | 0.08% | -12.1% |
Q3 2019 | $134,000 | -13.5% | 3,255 | -6.1% | 0.09% | -18.8% |
Q2 2019 | $155,000 | -4.9% | 3,466 | -7.0% | 0.11% | -1.8% |
Q1 2019 | $163,000 | -3.6% | 3,725 | -11.8% | 0.11% | -34.1% |
Q4 2018 | $169,000 | -8.2% | 4,222 | 0.0% | 0.17% | -0.6% |
Q3 2018 | $184,000 | – | 4,222 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |