WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,480,721 | -3.4% | 2,360,746 | -1.4% | 0.03% | +4.0% |
| Q2 2023 | $91,611,919 | +16.5% | 2,393,830 | +15.3% | 0.02% | +8.7% |
| Q1 2023 | $78,620,833 | +99.4% | 2,076,619 | +87.7% | 0.02% | +91.7% |
| Q4 2022 | $39,432,219 | -5.0% | 1,106,403 | -13.3% | 0.01% | -14.3% |
| Q3 2022 | $41,493,000 | -10.6% | 1,275,539 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $46,409,000 | +12.3% | 1,253,286 | +32.7% | 0.01% | +27.3% |
| Q1 2022 | $41,314,000 | +2.6% | 944,116 | +1.6% | 0.01% | +10.0% |
| Q4 2021 | $40,261,000 | -5.8% | 929,405 | -5.2% | 0.01% | +11.1% |
| Q3 2021 | $42,756,000 | -12.3% | 979,959 | -8.2% | 0.01% | -18.2% |
| Q2 2021 | $48,776,000 | +9.3% | 1,067,775 | +6.1% | 0.01% | +10.0% |
| Q1 2021 | $44,625,000 | +10.9% | 1,005,962 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $40,245,000 | +10.9% | 978,247 | -5.0% | 0.01% | 0.0% |
| Q3 2020 | $36,277,000 | -24.8% | 1,029,423 | -22.9% | 0.01% | -28.6% |
| Q2 2020 | $48,246,000 | -17.4% | 1,335,338 | -26.3% | 0.01% | -30.0% |
| Q1 2020 | $58,402,000 | -41.1% | 1,810,911 | -16.4% | 0.02% | -25.9% |
| Q4 2019 | $99,193,000 | +12.5% | 2,167,202 | +1.5% | 0.03% | +8.0% |
| Q3 2019 | $88,185,000 | -6.0% | 2,134,708 | +1.6% | 0.02% | -7.4% |
| Q2 2019 | $93,853,000 | +2.6% | 2,101,500 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $91,462,000 | +34.3% | 2,086,284 | +23.0% | 0.03% | +17.4% |
| Q4 2018 | $68,086,000 | +4.7% | 1,695,793 | +13.8% | 0.02% | +27.8% |
| Q3 2018 | $65,049,000 | +4.2% | 1,489,565 | +2.3% | 0.02% | 0.0% |
| Q2 2018 | $62,399,000 | -28.9% | 1,455,533 | -20.7% | 0.02% | -30.8% |
| Q1 2018 | $87,791,000 | +2.2% | 1,835,863 | -3.1% | 0.03% | +4.0% |
| Q4 2017 | $85,902,000 | -7.3% | 1,894,190 | -12.1% | 0.02% | -13.8% |
| Q3 2017 | $92,680,000 | +31.7% | 2,155,371 | +25.5% | 0.03% | +26.1% |
| Q2 2017 | $70,396,000 | +3.4% | 1,717,403 | +3.1% | 0.02% | +4.5% |
| Q1 2017 | $68,074,000 | +12.4% | 1,666,421 | +2.7% | 0.02% | +4.8% |
| Q4 2016 | $60,572,000 | +10.9% | 1,622,198 | +11.6% | 0.02% | +5.0% |
| Q3 2016 | $54,594,000 | +33.7% | 1,453,127 | +26.0% | 0.02% | +25.0% |
| Q2 2016 | $40,842,000 | +9.8% | 1,153,055 | +7.9% | 0.02% | +6.7% |
| Q1 2016 | $37,207,000 | +17.0% | 1,068,223 | +6.3% | 0.02% | +15.4% |
| Q4 2015 | $31,808,000 | -27.2% | 1,005,335 | -23.0% | 0.01% | -27.8% |
| Q3 2015 | $43,715,000 | -8.6% | 1,305,720 | +18.5% | 0.02% | 0.0% |
| Q2 2015 | $47,834,000 | -45.9% | 1,101,427 | -47.1% | 0.02% | +5.9% |
| Q1 2015 | $88,448,000 | +108.7% | 2,081,154 | +107.0% | 0.02% | 0.0% |
| Q4 2014 | $42,377,000 | -36.2% | 1,005,151 | -27.7% | 0.02% | -39.3% |
| Q3 2014 | $66,470,000 | -20.4% | 1,391,162 | -13.6% | 0.03% | -17.6% |
| Q2 2014 | $83,499,000 | +10.2% | 1,610,695 | +4.3% | 0.03% | +6.2% |
| Q1 2014 | $75,782,000 | -25.8% | 1,544,377 | -22.9% | 0.03% | -27.3% |
| Q4 2013 | $102,200,000 | +1.8% | 2,002,741 | +3.1% | 0.04% | -8.3% |
| Q3 2013 | $100,400,000 | +13.0% | 1,942,341 | +5.7% | 0.05% | +4.3% |
| Q2 2013 | $88,824,000 | – | 1,837,863 | – | 0.05% | – |
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% |