WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,866 | -2.1% | 6,720 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $257,174 | -0.9% | 6,720 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $259,492 | +6.2% | 6,854 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $244,277 | -16.9% | 6,854 | -24.1% | 0.00% | -50.0% |
| Q3 2022 | $294,000 | +500.0% | 9,034 | +577.2% | 0.00% | – |
| Q2 2022 | $49,000 | -15.5% | 1,334 | 0.0% | 0.00% | – |
| Q1 2022 | $58,000 | 0.0% | 1,334 | 0.0% | 0.00% | – |
| Q4 2021 | $58,000 | +11.5% | 1,334 | +11.2% | 0.00% | – |
| Q3 2021 | $52,000 | -11.9% | 1,200 | -7.7% | 0.00% | – |
| Q2 2021 | $59,000 | -13.2% | 1,300 | -15.8% | 0.00% | – |
| Q1 2021 | $68,000 | +28.3% | 1,544 | +18.8% | 0.00% | – |
| Q4 2020 | $53,000 | -19.7% | 1,300 | -30.3% | 0.00% | – |
| Q3 2020 | $66,000 | +40.4% | 1,864 | +43.4% | 0.00% | – |
| Q2 2020 | $47,000 | +2.2% | 1,300 | -8.5% | 0.00% | – |
| Q1 2020 | $46,000 | -29.2% | 1,420 | 0.0% | 0.00% | – |
| Q4 2019 | $65,000 | +10.2% | 1,420 | 0.0% | 0.00% | – |
| Q3 2019 | $59,000 | -1.7% | 1,420 | +6.4% | 0.00% | – |
| Q2 2019 | $60,000 | -68.8% | 1,334 | -69.5% | 0.00% | -100.0% |
| Q1 2019 | $192,000 | -7.2% | 4,372 | -15.1% | 0.00% | -50.0% |
| Q4 2018 | $207,000 | -0.5% | 5,147 | +8.0% | 0.00% | +100.0% |
| Q3 2018 | $208,000 | -40.2% | 4,765 | -41.3% | 0.00% | -50.0% |
| Q2 2018 | $348,000 | +8.8% | 8,124 | +21.4% | 0.00% | 0.0% |
| Q1 2018 | $320,000 | +79.8% | 6,690 | +70.8% | 0.00% | +100.0% |
| Q4 2017 | $178,000 | +6.0% | 3,918 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $168,000 | +10.5% | 3,918 | +5.9% | 0.00% | 0.0% |
| Q2 2017 | $152,000 | -7.9% | 3,700 | -8.2% | 0.00% | 0.0% |
| Q1 2017 | $165,000 | +19.6% | 4,030 | +8.9% | 0.00% | 0.0% |
| Q4 2016 | $138,000 | -34.9% | 3,700 | -34.3% | 0.00% | -50.0% |
| Q3 2016 | $212,000 | +8.7% | 5,635 | +2.5% | 0.00% | 0.0% |
| Q2 2016 | $195,000 | +1.6% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $192,000 | +1.6% | 5,500 | -7.9% | 0.00% | 0.0% |
| Q4 2015 | $189,000 | -64.7% | 5,970 | -62.6% | 0.00% | -60.0% |
| Q3 2015 | $535,000 | -44.7% | 15,980 | -28.3% | 0.01% | -37.5% |
| Q2 2015 | $968,000 | +3.2% | 22,296 | +1.0% | 0.01% | 0.0% |
| Q1 2015 | $938,000 | +1.3% | 22,070 | +0.5% | 0.01% | 0.0% |
| Q4 2014 | $926,000 | +2793.8% | 21,970 | +3154.8% | 0.01% | – |
| Q3 2014 | $32,000 | -51.5% | 675 | -47.1% | 0.00% | -100.0% |
| Q2 2014 | $66,000 | +65.0% | 1,275 | +57.4% | 0.00% | – |
| Q1 2014 | $40,000 | +166.7% | 810 | +170.0% | 0.00% | – |
| Q4 2013 | $15,000 | -48.3% | 300 | -46.1% | 0.00% | – |
| Q3 2013 | $29,000 | +61.1% | 557 | +49.3% | 0.00% | – |
| Q2 2013 | $18,000 | – | 373 | – | 0.00% | – |
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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% |