WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $237,211 | -2.1% | 6,329 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $242,211 | +1.1% | 6,329 | 0.0% | 0.03% | -6.1% |
Q1 2023 | $239,616 | +6.2% | 6,329 | 0.0% | 0.03% | +6.5% |
Q4 2022 | $225,566 | -8.7% | 6,329 | -16.5% | 0.03% | -16.2% |
Q3 2022 | $247,000 | -12.1% | 7,579 | 0.0% | 0.04% | -14.0% |
Q2 2022 | $281,000 | -15.4% | 7,579 | 0.0% | 0.04% | -4.4% |
Q1 2022 | $332,000 | +1.2% | 7,579 | 0.0% | 0.04% | -2.2% |
Q4 2021 | $328,000 | -3.8% | 7,579 | -3.0% | 0.05% | -11.5% |
Q3 2021 | $341,000 | -11.2% | 7,814 | +8.4% | 0.05% | -10.3% |
Q2 2021 | $384,000 | +0.8% | 7,211 | -16.0% | 0.06% | -6.5% |
Q1 2021 | $381,000 | +26.2% | 8,589 | 0.0% | 0.06% | +10.7% |
Q4 2020 | $302,000 | -0.3% | 8,589 | 0.0% | 0.06% | -11.1% |
Q3 2020 | $303,000 | +14.3% | 8,589 | 0.0% | 0.06% | +6.8% |
Q2 2020 | $265,000 | -23.6% | 8,589 | -20.3% | 0.06% | -35.2% |
Q1 2020 | $347,000 | -29.6% | 10,774 | 0.0% | 0.09% | -10.8% |
Q4 2019 | $493,000 | +7.6% | 10,774 | -2.7% | 0.10% | +1.0% |
Q3 2019 | $458,000 | -7.5% | 11,074 | 0.0% | 0.10% | -9.0% |
Q2 2019 | $495,000 | +1.9% | 11,074 | +12.7% | 0.11% | -4.3% |
Q1 2019 | $486,000 | +9.5% | 9,824 | -11.3% | 0.12% | -4.1% |
Q4 2018 | $444,000 | -8.3% | 11,074 | 0.0% | 0.12% | +10.0% |
Q3 2018 | $484,000 | +1.9% | 11,074 | 0.0% | 0.11% | -7.6% |
Q2 2018 | $475,000 | -10.4% | 11,074 | 0.0% | 0.12% | -16.2% |
Q1 2018 | $530,000 | +8.6% | 11,074 | +2.9% | 0.14% | +7.6% |
Q4 2017 | $488,000 | +5.4% | 10,765 | 0.0% | 0.13% | 0.0% |
Q3 2017 | $463,000 | +5.0% | 10,765 | 0.0% | 0.13% | -10.8% |
Q2 2017 | $441,000 | +0.2% | 10,765 | 0.0% | 0.15% | -6.3% |
Q1 2017 | $440,000 | +11.4% | 10,765 | +1.7% | 0.16% | +4.6% |
Q4 2016 | $395,000 | +22.7% | 10,580 | +23.3% | 0.15% | +17.1% |
Q3 2016 | $322,000 | -16.6% | 8,580 | -21.2% | 0.13% | -19.4% |
Q2 2016 | $386,000 | +1.3% | 10,885 | -0.4% | 0.16% | -3.0% |
Q1 2016 | $381,000 | – | 10,925 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |