WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |