WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 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 2023 | $63 | -1.6% | 1,676 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $64 | +1.6% | 1,676 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $63 | +5.0% | 1,676 | 0.0% | 0.01% | +40.0% |
| Q4 2022 | $60 | -100.0% | 1,676 | -89.8% | 0.01% | -94.4% |
| Q3 2022 | $534,000 | +761.3% | 16,388 | +877.8% | 0.09% | +1012.5% |
| Q2 2022 | $62,000 | -15.1% | 1,676 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $73,000 | 0.0% | 1,676 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $73,000 | 0.0% | 1,676 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $73,000 | -5.2% | 1,676 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $77,000 | – | 1,676 | – | 0.01% | – |
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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% |