WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,346 | -2.1% | 1,450 | 0.0% | 0.00% | – |
| Q2 2023 | $55,491 | -24.8% | 1,450 | -25.6% | 0.00% | – |
| Q1 2023 | $73,828 | -3.7% | 1,950 | -9.3% | 0.00% | – |
| Q4 2022 | $76,626 | +9.5% | 2,150 | 0.0% | 0.00% | – |
| Q3 2022 | $70,000 | -12.5% | 2,150 | 0.0% | 0.00% | – |
| Q2 2022 | $80,000 | -10.1% | 2,150 | +4.9% | 0.00% | – |
| Q1 2022 | $89,000 | +18.7% | 2,050 | +17.1% | 0.00% | – |
| Q4 2021 | $75,000 | +38.9% | 1,750 | +40.0% | 0.00% | – |
| Q3 2021 | $54,000 | -5.3% | 1,250 | 0.0% | 0.00% | – |
| Q2 2021 | $57,000 | -13.6% | 1,250 | -14.6% | 0.00% | – |
| Q1 2021 | $66,000 | +29.4% | 1,464 | +17.1% | 0.00% | – |
| Q4 2020 | $51,000 | +15.9% | 1,250 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | -4.3% | 1,250 | 0.0% | 0.00% | – |
| Q2 2020 | $46,000 | -9.8% | 1,250 | -20.6% | 0.00% | – |
| Q1 2020 | $51,000 | -29.2% | 1,575 | 0.0% | 0.00% | – |
| Q4 2019 | $72,000 | -30.1% | 1,575 | -37.5% | 0.00% | – |
| Q3 2019 | $103,000 | -8.8% | 2,520 | 0.0% | 0.00% | – |
| Q2 2019 | $113,000 | +10.8% | 2,520 | +7.5% | 0.00% | – |
| Q1 2019 | $102,000 | -29.7% | 2,345 | -35.3% | 0.00% | – |
| Q4 2018 | $145,000 | -11.0% | 3,623 | -3.6% | 0.00% | – |
| Q3 2018 | $163,000 | +1.2% | 3,757 | 0.0% | 0.00% | – |
| Q2 2018 | $161,000 | -7.5% | 3,757 | +3.7% | 0.00% | – |
| Q1 2018 | $174,000 | +6.1% | 3,623 | 0.0% | 0.00% | – |
| Q4 2017 | $164,000 | +27.1% | 3,623 | +20.8% | 0.00% | – |
| Q3 2017 | $129,000 | -34.8% | 3,000 | -38.1% | 0.00% | – |
| Q2 2017 | $198,000 | 0.0% | 4,850 | 0.0% | 0.00% | – |
| Q1 2017 | $198,000 | +86.8% | 4,850 | +70.2% | 0.00% | – |
| Q4 2016 | $106,000 | -22.6% | 2,850 | -21.9% | 0.00% | – |
| Q3 2016 | $137,000 | +12.3% | 3,650 | +5.8% | 0.00% | – |
| Q2 2016 | $122,000 | -47.2% | 3,450 | -47.9% | 0.00% | – |
| Q1 2016 | $231,000 | -7.6% | 6,625 | -16.3% | 0.00% | – |
| Q4 2015 | $250,000 | +9.6% | 7,916 | +16.3% | 0.00% | – |
| Q3 2015 | $228,000 | -30.7% | 6,807 | -9.9% | 0.00% | – |
| Q2 2015 | $329,000 | -24.5% | 7,559 | -26.5% | 0.00% | – |
| Q1 2015 | $436,000 | -28.1% | 10,279 | -28.4% | 0.00% | -100.0% |
| Q4 2014 | $606,000 | -12.6% | 14,357 | -1.1% | 0.00% | 0.0% |
| Q3 2014 | $693,000 | -18.1% | 14,515 | -10.8% | 0.00% | 0.0% |
| Q2 2014 | $846,000 | +13.3% | 16,280 | +7.0% | 0.00% | 0.0% |
| Q1 2014 | $747,000 | -4.2% | 15,210 | -0.5% | 0.00% | 0.0% |
| Q4 2013 | $780,000 | -45.7% | 15,288 | -45.0% | 0.00% | -50.0% |
| Q3 2013 | $1,436,000 | -91.1% | 27,782 | -91.7% | 0.00% | -91.7% |
| Q2 2013 | $16,213,000 | – | 335,482 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |