WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,025 | -12.3% | 23,426 | -10.5% | 0.52% | +2.1% |
| Q2 2023 | $1,001,399 | +1.6% | 26,167 | +0.5% | 0.51% | -5.2% |
| Q1 2023 | $985,899 | +6.3% | 26,041 | +0.1% | 0.54% | +0.9% |
| Q4 2022 | $927,063 | +791.4% | 26,012 | +712.4% | 0.54% | +764.5% |
| Q3 2022 | $104,000 | +60.0% | 3,202 | +88.0% | 0.06% | +63.2% |
| Q2 2022 | $65,000 | +712.5% | 1,703 | +890.1% | 0.04% | +660.0% |
| Q1 2022 | $8,000 | +300.0% | 172 | +282.2% | 0.01% | +400.0% |
| Q4 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -90.9% | 45 | -90.7% | 0.00% | -92.9% |
| Q2 2021 | $22,000 | -38.9% | 483 | -40.7% | 0.01% | -48.1% |
| Q1 2021 | $36,000 | -50.0% | 814 | -56.3% | 0.03% | -49.1% |
| Q4 2020 | $72,000 | +125.0% | 1,864 | +106.7% | 0.05% | +112.0% |
| Q3 2020 | $32,000 | +3.2% | 902 | +6.9% | 0.02% | +19.0% |
| Q2 2020 | $31,000 | +19.2% | 844 | +3.7% | 0.02% | -4.5% |
| Q1 2020 | $26,000 | – | 814 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |