WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,988,346 | +1.9% | 5,656,039 | +4.1% | 0.02% | +4.5% |
| Q2 2023 | $207,940,593 | +4.6% | 5,433,514 | +3.4% | 0.02% | +10.0% |
| Q1 2023 | $198,866,489 | +27.5% | 5,252,681 | +20.0% | 0.02% | +11.1% |
| Q4 2022 | $155,961,676 | +28.6% | 4,376,029 | +17.4% | 0.02% | +28.6% |
| Q3 2022 | $121,260,000 | -21.2% | 3,727,609 | -10.4% | 0.01% | -22.2% |
| Q2 2022 | $153,980,000 | -12.3% | 4,158,224 | +3.6% | 0.02% | +5.9% |
| Q1 2022 | $175,571,000 | +63.4% | 4,012,146 | +61.7% | 0.02% | +70.0% |
| Q4 2021 | $107,471,000 | -3.8% | 2,480,852 | -3.1% | 0.01% | -16.7% |
| Q3 2021 | $111,744,000 | -7.1% | 2,561,189 | -2.8% | 0.01% | -7.7% |
| Q2 2021 | $120,318,000 | +7.1% | 2,633,953 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $112,297,000 | +13.9% | 2,531,498 | +5.6% | 0.01% | 0.0% |
| Q4 2020 | $98,586,000 | +7.0% | 2,396,331 | -8.4% | 0.01% | 0.0% |
| Q3 2020 | $92,157,000 | -11.4% | 2,615,097 | -9.1% | 0.01% | -18.8% |
| Q2 2020 | $103,977,000 | -9.3% | 2,877,852 | -19.0% | 0.02% | -23.8% |
| Q1 2020 | $114,638,000 | -44.2% | 3,554,671 | -20.8% | 0.02% | -27.6% |
| Q4 2019 | $205,479,000 | +10.8% | 4,489,384 | +0.0% | 0.03% | +3.6% |
| Q3 2019 | $185,447,000 | -11.8% | 4,489,179 | -4.6% | 0.03% | -12.5% |
| Q2 2019 | $210,259,000 | -1.0% | 4,707,971 | -2.9% | 0.03% | -3.0% |
| Q1 2019 | $212,484,000 | +8.8% | 4,846,788 | -0.4% | 0.03% | -2.9% |
| Q4 2018 | $195,384,000 | -6.5% | 4,866,338 | +1.7% | 0.03% | +3.0% |
| Q3 2018 | $208,861,000 | +2.7% | 4,782,695 | +0.8% | 0.03% | -2.9% |
| Q2 2018 | $203,444,000 | -20.5% | 4,745,600 | -11.4% | 0.03% | -22.7% |
| Q1 2018 | $256,014,000 | +8.8% | 5,353,686 | +3.1% | 0.04% | +12.8% |
| Q4 2017 | $235,404,000 | +7.7% | 5,190,826 | +2.1% | 0.04% | +11.4% |
| Q3 2017 | $218,631,000 | +8.9% | 5,084,449 | +3.8% | 0.04% | -12.5% |
| Q2 2017 | $200,788,000 | +2.5% | 4,898,445 | +2.2% | 0.04% | +2.6% |
| Q1 2017 | $195,830,000 | +39.6% | 4,793,875 | +27.6% | 0.04% | +30.0% |
| Q4 2016 | $140,239,000 | +41.6% | 3,755,695 | +42.5% | 0.03% | +36.4% |
| Q3 2016 | $99,044,000 | +26.9% | 2,636,266 | +19.6% | 0.02% | +22.2% |
| Q2 2016 | $78,073,000 | +8.7% | 2,204,210 | +6.9% | 0.02% | +5.9% |
| Q1 2016 | $71,813,000 | +3.7% | 2,061,797 | -5.8% | 0.02% | +6.2% |
| Q4 2015 | $69,246,000 | -24.0% | 2,188,548 | -19.6% | 0.02% | -30.4% |
| Q3 2015 | $91,094,000 | -35.5% | 2,720,880 | -16.3% | 0.02% | -50.0% |
| Q2 2015 | $141,196,000 | +7.6% | 3,251,113 | +5.3% | 0.05% | +4.5% |
| Q1 2015 | $131,186,000 | +5.9% | 3,086,734 | +5.0% | 0.04% | 0.0% |
| Q4 2014 | $123,914,000 | -43.2% | 2,939,135 | -35.6% | 0.04% | -38.0% |
| Q3 2014 | $218,096,000 | -6.4% | 4,564,555 | +1.5% | 0.07% | -5.3% |
| Q2 2014 | $233,099,000 | +3.3% | 4,496,511 | -2.2% | 0.08% | -10.7% |
| Q1 2014 | $225,702,000 | -20.4% | 4,599,591 | -17.2% | 0.08% | -17.6% |
| Q4 2013 | $283,450,000 | -22.3% | 5,554,596 | -21.3% | 0.10% | -29.7% |
| Q3 2013 | $364,695,000 | +4.7% | 7,055,432 | -2.1% | 0.14% | -0.7% |
| Q2 2013 | $348,215,000 | – | 7,204,938 | – | 0.15% | – |
Download | ||||||
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% |