WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 242 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $226,338 | +3.5% | 5,226 | 0.0% | 0.00% | – |
Q1 2024 | $218,656 | -3.8% | 5,226 | -6.5% | 0.00% | – |
Q4 2023 | $227,401 | +8.5% | 5,590 | 0.0% | 0.00% | – |
Q3 2023 | $209,513 | -2.1% | 5,590 | 0.0% | 0.00% | – |
Q2 2023 | $213,929 | +1.1% | 5,590 | 0.0% | 0.00% | – |
Q1 2023 | $211,638 | +6.2% | 5,590 | 0.0% | 0.00% | – |
Q4 2022 | $199,228 | +12.6% | 5,590 | +2.5% | 0.00% | – |
Q3 2022 | $177,000 | -12.8% | 5,453 | -0.4% | 0.00% | – |
Q2 2022 | $203,000 | +9.7% | 5,473 | +29.6% | 0.00% | – |
Q1 2022 | $185,000 | -21.3% | 4,223 | -22.1% | 0.00% | – |
Q4 2021 | $235,000 | -0.8% | 5,423 | 0.0% | 0.00% | – |
Q3 2021 | $237,000 | -4.8% | 5,423 | -0.2% | 0.00% | – |
Q2 2021 | $249,000 | +37.6% | 5,436 | +33.5% | 0.00% | – |
Q1 2021 | $181,000 | +7.7% | 4,071 | -0.1% | 0.00% | – |
Q4 2020 | $168,000 | -23.6% | 4,077 | -34.7% | 0.00% | -100.0% |
Q3 2020 | $220,000 | -4.3% | 6,246 | -1.6% | 0.00% | 0.0% |
Q2 2020 | $230,000 | -59.9% | 6,346 | -64.3% | 0.00% | -50.0% |
Q1 2020 | $573,000 | -29.4% | 17,774 | +0.2% | 0.00% | 0.0% |
Q4 2019 | $812,000 | +42.5% | 17,746 | +28.4% | 0.00% | 0.0% |
Q3 2019 | $570,000 | +91.9% | 13,818 | +107.7% | 0.00% | +100.0% |
Q2 2019 | $297,000 | +1.7% | 6,652 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $292,000 | +9.4% | 6,652 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $267,000 | -25.2% | 6,652 | -18.8% | 0.00% | 0.0% |
Q3 2018 | $357,000 | +1.4% | 8,192 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $352,000 | -13.5% | 8,192 | -3.8% | 0.00% | 0.0% |
Q1 2018 | $407,000 | +8.2% | 8,515 | +2.6% | 0.00% | 0.0% |
Q4 2017 | $376,000 | +28.8% | 8,302 | +22.8% | 0.00% | 0.0% |
Q3 2017 | $292,000 | -2.0% | 6,762 | -6.9% | 0.00% | 0.0% |
Q2 2017 | $298,000 | +0.7% | 7,262 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $296,000 | +10.4% | 7,262 | +1.1% | 0.00% | 0.0% |
Q4 2016 | $268,000 | -0.7% | 7,183 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $270,000 | +8.4% | 7,183 | +1.8% | 0.00% | 0.0% |
Q2 2016 | $249,000 | -3.1% | 7,053 | -4.2% | 0.00% | 0.0% |
Q1 2016 | $257,000 | -39.5% | 7,362 | -45.2% | 0.00% | -50.0% |
Q4 2015 | $425,000 | -10.0% | 13,426 | -4.8% | 0.00% | 0.0% |
Q3 2015 | $472,000 | -26.0% | 14,106 | -4.0% | 0.00% | 0.0% |
Q2 2015 | $638,000 | +0.5% | 14,700 | -1.6% | 0.00% | 0.0% |
Q1 2015 | $635,000 | +21.6% | 14,935 | +20.7% | 0.00% | 0.0% |
Q4 2014 | $522,000 | -35.0% | 12,370 | -26.4% | 0.00% | -33.3% |
Q3 2014 | $803,000 | -3.5% | 16,817 | +4.7% | 0.00% | 0.0% |
Q2 2014 | $832,000 | -9.7% | 16,057 | -14.5% | 0.00% | -25.0% |
Q1 2014 | $921,000 | -8.2% | 18,778 | -4.4% | 0.00% | 0.0% |
Q4 2013 | $1,003,000 | -19.5% | 19,648 | -18.5% | 0.00% | -33.3% |
Q3 2013 | $1,246,000 | +12.7% | 24,110 | +5.3% | 0.01% | +20.0% |
Q2 2013 | $1,106,000 | – | 22,899 | – | 0.01% | – |
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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% |