WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,219,050 | +100949.6% | 59,206 | +3.2% | 0.31% | +3.6% |
Q2 2023 | $2,196 | +1.9% | 57,380 | +0.8% | 0.30% | -5.3% |
Q1 2023 | $2,154 | +131.9% | 56,911 | +118.4% | 0.32% | +122.2% |
Q4 2022 | $929 | -99.9% | 26,057 | +2.3% | 0.14% | +3.6% |
Q3 2022 | $829,000 | -13.9% | 25,469 | -2.1% | 0.14% | -8.6% |
Q2 2022 | $963,000 | -7.5% | 26,017 | +9.4% | 0.15% | +5.6% |
Q1 2022 | $1,041,000 | -1.6% | 23,778 | -2.7% | 0.14% | 0.0% |
Q4 2021 | $1,058,000 | -20.3% | 24,429 | -19.8% | 0.14% | -28.0% |
Q3 2021 | $1,328,000 | -5.1% | 30,447 | -0.6% | 0.20% | -9.1% |
Q2 2021 | $1,399,000 | +5.0% | 30,623 | +1.9% | 0.22% | +4.8% |
Q1 2021 | $1,333,000 | +6.4% | 30,048 | -1.3% | 0.21% | +0.5% |
Q4 2020 | $1,253,000 | +24.9% | 30,452 | +6.9% | 0.21% | +16.1% |
Q3 2020 | $1,003,000 | -2.8% | 28,475 | -0.3% | 0.18% | -10.9% |
Q2 2020 | $1,032,000 | -42.0% | 28,556 | -28.3% | 0.20% | -45.4% |
Q2 2019 | $1,780,000 | -7.9% | 39,849 | -9.6% | 0.37% | -13.1% |
Q1 2019 | $1,932,000 | +6.9% | 44,066 | -2.1% | 0.43% | -6.4% |
Q4 2018 | $1,808,000 | -10.0% | 45,034 | -2.1% | 0.46% | +1.6% |
Q3 2018 | $2,010,000 | -7.5% | 46,023 | -9.2% | 0.45% | -12.3% |
Q2 2018 | $2,173,000 | -2.1% | 50,677 | +9.2% | 0.51% | -5.2% |
Q1 2018 | $2,220,000 | – | 46,421 | – | 0.54% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |