WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,019 | +7.4% | 105 | 0.0% | 0.00% | – |
| Q4 2022 | $3,742 | -46.5% | 105 | -53.7% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -12.5% | 227 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -99.4% | 227 | -99.3% | 0.00% | -99.4% |
| Q1 2022 | $1,438,000 | -42.5% | 32,859 | -43.0% | 0.17% | -43.3% |
| Q4 2021 | $2,499,000 | -49.1% | 57,688 | -48.8% | 0.29% | -52.4% |
| Q3 2021 | $4,913,000 | -23.1% | 112,604 | -19.5% | 0.62% | -23.6% |
| Q2 2021 | $6,390,000 | +4.9% | 139,882 | +1.9% | 0.81% | -2.5% |
| Q1 2021 | $6,091,000 | +18.4% | 137,316 | +9.8% | 0.83% | +5.8% |
| Q4 2020 | $5,144,000 | +32.2% | 125,038 | +13.2% | 0.78% | +17.1% |
| Q3 2020 | $3,892,000 | +8.1% | 110,446 | +10.8% | 0.67% | +0.5% |
| Q2 2020 | $3,602,000 | +40.8% | 99,700 | +25.6% | 0.66% | +20.7% |
| Q1 2020 | $2,559,000 | -39.5% | 79,356 | -14.1% | 0.55% | -21.3% |
| Q4 2019 | $4,227,000 | +11.4% | 92,346 | +0.5% | 0.70% | +5.3% |
| Q3 2019 | $3,796,000 | -7.4% | 91,894 | +0.2% | 0.66% | -6.1% |
| Q2 2019 | $4,098,000 | +0.5% | 91,749 | -1.3% | 0.71% | +0.3% |
| Q1 2019 | $4,076,000 | +18.2% | 92,968 | +8.3% | 0.71% | -3.3% |
| Q4 2018 | $3,448,000 | +40.5% | 85,873 | +52.8% | 0.73% | +78.0% |
| Q3 2018 | $2,454,000 | +16.3% | 56,194 | +14.2% | 0.41% | +7.3% |
| Q2 2018 | $2,110,000 | -12.0% | 49,218 | -1.8% | 0.38% | -12.0% |
| Q1 2018 | $2,397,000 | -0.2% | 50,132 | -5.3% | 0.43% | -0.5% |
| Q4 2017 | $2,401,000 | -15.5% | 52,937 | -19.9% | 0.44% | -17.1% |
| Q3 2017 | $2,841,000 | +7.8% | 66,076 | +2.7% | 0.53% | -1.9% |
| Q2 2017 | $2,636,000 | -7.9% | 64,308 | -8.2% | 0.54% | -6.3% |
| Q1 2017 | $2,861,000 | -1.5% | 70,030 | -10.0% | 0.57% | -10.2% |
| Q4 2016 | $2,905,000 | -35.7% | 77,800 | -35.3% | 0.64% | -34.5% |
| Q3 2016 | $4,517,000 | +32164.3% | 120,219 | +38064.8% | 0.97% | +32333.3% |
| Q2 2015 | $14,000 | +7.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $13,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | -13.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | -6.2% | 315 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $16,000 | +6.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $15,000 | -6.2% | 315 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $16,000 | 0.0% | 315 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $16,000 | +6.7% | 315 | 0.0% | 0.01% | +50.0% |
| Q2 2013 | $15,000 | – | 315 | – | 0.00% | – |
Download | ||||||
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% |