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 | $2,094,382 | -72.6% | 55,880 | -72.0% | 0.25% | -71.5% |
| Q2 2023 | $7,639,878 | -5.7% | 199,631 | -6.7% | 0.88% | -9.6% |
| Q1 2023 | $8,104,955 | +12.9% | 214,077 | +6.3% | 0.98% | +6.4% |
| Q4 2022 | $7,178,003 | +7.6% | 201,403 | -1.8% | 0.92% | -2.0% |
| Q3 2022 | $6,673,000 | -14.0% | 205,138 | -2.1% | 0.94% | -5.6% |
| Q2 2022 | $7,758,000 | -16.1% | 209,495 | -0.9% | 0.99% | -4.2% |
| Q1 2022 | $9,250,000 | -1.1% | 211,370 | -2.1% | 1.04% | +4.1% |
| Q4 2021 | $9,353,000 | +2.8% | 215,894 | +3.6% | 1.00% | -4.9% |
| Q3 2021 | $9,094,000 | -4.6% | 208,426 | -0.2% | 1.05% | -3.1% |
| Q2 2021 | $9,536,000 | +2.9% | 208,746 | -0.0% | 1.08% | -3.4% |
| Q1 2021 | $9,263,000 | +11.4% | 208,811 | +3.3% | 1.12% | +4.7% |
| Q4 2020 | $8,314,000 | +12.9% | 202,101 | -3.3% | 1.07% | +0.8% |
| Q3 2020 | $7,364,000 | -4.8% | 208,956 | -2.4% | 1.06% | -19.5% |
| Q2 2020 | $7,732,000 | +0.8% | 214,014 | -10.0% | 1.32% | -17.4% |
| Q1 2020 | $7,671,000 | -51.2% | 237,874 | -30.7% | 1.60% | -28.1% |
| Q4 2019 | $15,717,000 | +9.5% | 343,383 | -1.2% | 2.22% | -0.7% |
| Q3 2019 | $14,350,000 | -9.0% | 347,380 | -1.7% | 2.23% | -9.8% |
| Q2 2019 | $15,777,000 | +0.9% | 353,265 | -1.0% | 2.48% | -4.3% |
| Q1 2019 | $15,643,000 | +4.0% | 356,815 | -4.7% | 2.59% | -3.5% |
| Q4 2018 | $15,036,000 | -10.6% | 374,486 | -2.8% | 2.68% | +4.8% |
| Q3 2018 | $16,818,000 | +2.6% | 385,121 | +0.7% | 2.56% | -8.2% |
| Q2 2018 | $16,395,000 | -10.2% | 382,431 | +0.2% | 2.79% | -7.3% |
| Q1 2018 | $18,256,000 | +9.0% | 381,765 | +3.3% | 3.01% | +5.8% |
| Q4 2017 | $16,753,000 | +15.8% | 369,405 | +9.8% | 2.84% | +12.3% |
| Q3 2017 | $14,465,000 | +12.7% | 336,395 | +7.4% | 2.53% | +3.6% |
| Q2 2017 | $12,840,000 | +5.6% | 313,244 | +5.2% | 2.44% | +2.7% |
| Q1 2017 | $12,161,000 | +20.8% | 297,687 | +10.4% | 2.38% | +10.6% |
| Q4 2016 | $10,065,000 | -1.8% | 269,557 | -1.1% | 2.15% | -2.8% |
| Q3 2016 | $10,245,000 | +9.6% | 272,687 | +3.4% | 2.21% | +8.6% |
| Q2 2016 | $9,345,000 | +2.9% | 263,842 | +1.1% | 2.04% | +1.6% |
| Q1 2016 | $9,086,000 | +6.0% | 260,877 | -3.7% | 2.00% | +3.4% |
| Q4 2015 | $8,575,000 | +91.5% | 271,009 | +102.6% | 1.94% | +73.7% |
| Q3 2015 | $4,478,000 | -59.4% | 133,765 | -47.4% | 1.12% | -56.1% |
| Q2 2015 | $11,037,000 | +20.3% | 254,123 | +17.7% | 2.54% | +6.4% |
| Q1 2015 | $9,173,000 | +2.8% | 215,837 | +2.0% | 2.39% | +1.4% |
| Q4 2014 | $8,925,000 | -10.7% | 211,687 | +1.2% | 2.36% | -14.9% |
| Q3 2014 | $9,991,000 | -5.5% | 209,107 | +2.6% | 2.77% | -2.7% |
| Q2 2014 | $10,569,000 | +6.1% | 203,882 | +0.4% | 2.85% | -0.2% |
| Q1 2014 | $9,965,000 | +3.2% | 203,072 | +7.3% | 2.86% | +0.8% |
| Q4 2013 | $9,660,000 | +9.4% | 189,293 | +10.8% | 2.83% | +5.2% |
| Q3 2013 | $8,830,000 | +10.0% | 170,830 | +2.8% | 2.69% | +2.3% |
| Q2 2013 | $8,028,000 | – | 166,110 | – | 2.63% | – |
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% |