WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 265 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,601 | +3.8% | 544,937 | +0.3% | 0.04% | -2.6% |
| Q1 2024 | $22,734 | +6.8% | 543,344 | +3.8% | 0.04% | -2.6% |
| Q4 2023 | $21,296 | +12.2% | 523,507 | +3.4% | 0.04% | 0.0% |
| Q3 2023 | $18,975 | +11.2% | 506,259 | +13.5% | 0.04% | +11.4% |
| Q2 2023 | $17,069 | +5.3% | 446,016 | +4.2% | 0.04% | +2.9% |
| Q1 2023 | $16,205 | +37.5% | 428,027 | +29.4% | 0.03% | +21.4% |
| Q4 2022 | $11,787 | -99.9% | 330,741 | +15.1% | 0.03% | +16.7% |
| Q3 2022 | $9,350,000 | -4.1% | 287,451 | +9.2% | 0.02% | -4.0% |
| Q2 2022 | $9,747,000 | -12.6% | 263,238 | +3.3% | 0.02% | 0.0% |
| Q1 2022 | $11,153,000 | +17.6% | 254,888 | +16.5% | 0.02% | +19.0% |
| Q4 2021 | $9,480,000 | +0.4% | 218,849 | +1.1% | 0.02% | -12.5% |
| Q3 2021 | $9,444,000 | -8.2% | 216,468 | -3.9% | 0.02% | -7.7% |
| Q2 2021 | $10,291,000 | +10.2% | 225,303 | +7.0% | 0.03% | 0.0% |
| Q1 2021 | $9,342,000 | +2.5% | 210,608 | -4.9% | 0.03% | -3.7% |
| Q4 2020 | $9,111,000 | +19.7% | 221,465 | +2.6% | 0.03% | +3.8% |
| Q3 2020 | $7,609,000 | -4.7% | 215,946 | -2.3% | 0.03% | -13.3% |
| Q2 2020 | $7,987,000 | +10.2% | 221,070 | -1.7% | 0.03% | -11.8% |
| Q1 2020 | $7,251,000 | -20.7% | 224,846 | +12.5% | 0.03% | -2.9% |
| Q4 2019 | $9,148,000 | +17.6% | 199,875 | +6.1% | 0.04% | +6.1% |
| Q3 2019 | $7,782,000 | +3.6% | 188,384 | +12.0% | 0.03% | 0.0% |
| Q2 2019 | $7,510,000 | +19.8% | 168,169 | +17.6% | 0.03% | +13.8% |
| Q1 2019 | $6,267,000 | +34.1% | 142,962 | +22.9% | 0.03% | +16.0% |
| Q4 2018 | $4,672,000 | -18.1% | 116,363 | -10.9% | 0.02% | -7.4% |
| Q3 2018 | $5,706,000 | +3.8% | 130,670 | +1.9% | 0.03% | -6.9% |
| Q2 2018 | $5,499,000 | -9.3% | 128,265 | +1.1% | 0.03% | -12.1% |
| Q1 2018 | $6,064,000 | +13.3% | 126,812 | +7.5% | 0.03% | +13.8% |
| Q4 2017 | $5,352,000 | – | 118,009 | – | 0.03% | – |
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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% |