WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 265 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $36,813 | +3.5% | 850 | 0.0% | 0.00% | – |
Q1 2024 | $35,564 | +2.9% | 850 | 0.0% | 0.00% | – |
Q4 2023 | $34,578 | -36.4% | 850 | -41.4% | 0.00% | – |
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% | – |
Download |
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% |