WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 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 2021 | $10,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 240 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $10,000 | +11.1% | 240 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $9,000 | +12.5% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | -11.1% | 240 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $9,000 | -57.1% | 240 | -63.5% | 0.01% | -66.7% |
| Q1 2020 | $21,000 | -97.7% | 658 | -96.7% | 0.02% | -97.2% |
| Q4 2019 | $926,000 | +77.4% | 20,221 | +60.1% | 0.75% | +34.3% |
| Q3 2019 | $522,000 | – | 12,627 | – | 0.56% | – |
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% |