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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $14,574,378 | +33.2% | 336,513 | +28.7% | 0.08% | +11.0% |
Q1 2024 | $10,940,920 | +22.8% | 261,494 | +19.4% | 0.07% | +1.4% |
Q4 2023 | $8,910,997 | +12.8% | 219,051 | +3.9% | 0.07% | -7.7% |
Q3 2023 | $7,900,672 | +8.3% | 210,797 | +10.6% | 0.08% | +6.8% |
Q2 2023 | $7,293,803 | +59.4% | 190,588 | +57.7% | 0.07% | +46.0% |
Q1 2023 | $4,575,831 | +16.0% | 120,862 | +9.2% | 0.05% | +42.9% |
Q4 2022 | $3,943,887 | -99.9% | 110,659 | -54.5% | 0.04% | -16.7% |
Q3 2022 | $3,955,952,000 | +97265.3% | 242,950 | +121.4% | 0.04% | 0.0% |
Q2 2022 | $4,063,000 | -0.4% | 109,720 | +17.6% | 0.04% | -2.3% |
Q1 2022 | $4,081,000 | +170.8% | 93,262 | +168.1% | 0.04% | +186.7% |
Q4 2021 | $1,507,000 | -2.1% | 34,787 | -1.5% | 0.02% | 0.0% |
Q3 2021 | $1,540,000 | +6.1% | 35,303 | +11.1% | 0.02% | -6.2% |
Q2 2021 | $1,451,000 | +12.7% | 31,768 | +9.4% | 0.02% | 0.0% |
Q1 2021 | $1,288,000 | -26.8% | 29,037 | -32.0% | 0.02% | -20.0% |
Q4 2020 | $1,760,000 | -100.0% | 42,723 | -64.9% | 0.02% | -75.0% |
Q3 2020 | $4,277,000,000 | – | 121,727 | – | 0.08% | – |
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% |