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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,980,470 | -40.2% | 132,883 | -39.0% | 0.06% | -32.6% |
| Q2 2023 | $8,330,215 | +77.9% | 217,696 | +76.0% | 0.09% | +53.4% |
| Q1 2023 | $4,683,478 | +404.7% | 123,705 | +375.1% | 0.06% | +75.8% |
| Q4 2022 | $928,058 | +99.6% | 26,040 | +82.3% | 0.03% | +83.3% |
| Q3 2022 | $465,000 | -1.7% | 14,288 | +11.9% | 0.02% | -5.3% |
| Q2 2022 | $473,000 | -16.3% | 12,771 | -1.1% | 0.02% | -5.0% |
| Q1 2022 | $565,000 | -28.3% | 12,914 | -29.0% | 0.02% | -23.1% |
| Q4 2021 | $788,000 | -2.5% | 18,188 | -1.8% | 0.03% | -13.3% |
| Q3 2021 | $808,000 | -15.7% | 18,516 | -11.8% | 0.03% | -21.1% |
| Q2 2021 | $959,000 | -17.1% | 20,994 | -19.5% | 0.04% | -24.0% |
| Q1 2021 | $1,157,000 | -21.9% | 26,085 | -27.5% | 0.05% | -27.5% |
| Q4 2020 | $1,481,000 | +47.5% | 36,004 | +26.4% | 0.07% | +32.7% |
| Q3 2020 | $1,004,000 | +6.7% | 28,477 | +9.4% | 0.05% | +2.0% |
| Q2 2020 | $941,000 | +48.0% | 26,040 | +32.1% | 0.05% | +15.9% |
| Q1 2020 | $636,000 | -24.8% | 19,712 | +6.7% | 0.04% | -33.3% |
| Q4 2019 | $846,000 | – | 18,479 | – | 0.07% | – |
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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% |