WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,623,300 | +0.3% | 230,080 | +2.4% | 0.01% | 0.0% |
Q2 2023 | $8,597,205 | +7.3% | 224,648 | +6.1% | 0.01% | +9.1% |
Q1 2023 | $8,014,395 | +79.3% | 211,670 | +68.8% | 0.01% | +57.1% |
Q4 2022 | $4,469,574 | +19.6% | 125,411 | +9.2% | 0.01% | +16.7% |
Q3 2022 | $3,736,000 | -1.6% | 114,852 | +12.0% | 0.01% | 0.0% |
Q2 2022 | $3,797,000 | -19.6% | 102,553 | -5.0% | 0.01% | 0.0% |
Q1 2022 | $4,723,000 | +17.0% | 107,914 | +15.8% | 0.01% | +20.0% |
Q4 2021 | $4,037,000 | +1.7% | 93,183 | +2.4% | 0.01% | -16.7% |
Q3 2021 | $3,970,000 | +2.4% | 90,985 | +7.2% | 0.01% | 0.0% |
Q2 2021 | $3,876,000 | +14.6% | 84,870 | +11.3% | 0.01% | 0.0% |
Q1 2021 | $3,382,000 | +32.9% | 76,255 | +23.3% | 0.01% | +20.0% |
Q4 2020 | $2,545,000 | -30.1% | 61,857 | -40.1% | 0.01% | -28.6% |
Q3 2020 | $3,642,000 | +63.4% | 103,352 | +67.6% | 0.01% | +40.0% |
Q2 2020 | $2,229,000 | -15.6% | 61,680 | -24.7% | 0.01% | -28.6% |
Q1 2020 | $2,642,000 | -8.4% | 81,870 | +30.1% | 0.01% | +16.7% |
Q4 2019 | $2,885,000 | +9.4% | 62,950 | -1.5% | 0.01% | -14.3% |
Q3 2019 | $2,637,000 | -25.8% | 63,880 | -19.7% | 0.01% | -22.2% |
Q2 2019 | $3,552,000 | +0.1% | 79,554 | -1.7% | 0.01% | -10.0% |
Q1 2019 | $3,550,000 | +73.1% | 80,953 | +58.5% | 0.01% | +42.9% |
Q4 2018 | $2,051,000 | +405.2% | 51,063 | +450.7% | 0.01% | +600.0% |
Q3 2018 | $406,000 | -11.2% | 9,273 | -13.1% | 0.00% | 0.0% |
Q2 2018 | $457,000 | -75.4% | 10,666 | -72.7% | 0.00% | -83.3% |
Q1 2018 | $1,860,000 | +29.1% | 39,041 | +21.3% | 0.01% | +20.0% |
Q4 2017 | $1,441,000 | +609.9% | 32,183 | +582.3% | 0.01% | +400.0% |
Q3 2017 | $203,000 | -1.9% | 4,717 | -13.1% | 0.00% | 0.0% |
Q4 2016 | $207,000 | -1.4% | 5,426 | -1.7% | 0.00% | 0.0% |
Q3 2016 | $210,000 | -19.8% | 5,522 | -25.2% | 0.00% | 0.0% |
Q2 2016 | $262,000 | -21.8% | 7,380 | -30.2% | 0.00% | -50.0% |
Q4 2015 | $335,000 | +36.7% | 10,574 | +44.4% | 0.00% | +100.0% |
Q3 2015 | $245,000 | -70.4% | 7,324 | -61.7% | 0.00% | -50.0% |
Q2 2015 | $828,000 | +154.0% | 19,138 | +149.4% | 0.00% | 0.0% |
Q1 2015 | $326,000 | -4.1% | 7,674 | -4.8% | 0.00% | 0.0% |
Q4 2014 | $340,000 | -1.7% | 8,065 | +11.5% | 0.00% | -33.3% |
Q3 2014 | $346,000 | -18.6% | 7,235 | -11.7% | 0.00% | -25.0% |
Q2 2014 | $425,000 | -88.3% | 8,195 | -89.0% | 0.00% | -88.6% |
Q1 2014 | $3,648,000 | – | 74,334 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |