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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,315,312 | +6.8% | 1,798,219 | +9.2% | 0.02% | +10.0% |
| Q2 2023 | $63,011,713 | +0.7% | 1,646,505 | -0.4% | 0.02% | -4.8% |
| Q1 2023 | $62,578,704 | +21.9% | 1,653,204 | +14.8% | 0.02% | +16.7% |
| Q4 2022 | $51,325,000 | +10.4% | 1,439,969 | +0.7% | 0.02% | +5.9% |
| Q3 2022 | $46,495,000 | +37.2% | 1,429,311 | +56.1% | 0.02% | +41.7% |
| Q2 2022 | $33,900,000 | -15.8% | 915,437 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $40,246,000 | +57.4% | 920,000 | +55.8% | 0.01% | +71.4% |
| Q4 2021 | $25,569,000 | +6.4% | 590,661 | +6.8% | 0.01% | -12.5% |
| Q3 2021 | $24,029,000 | -13.1% | 553,038 | -4.8% | 0.01% | -11.1% |
| Q2 2021 | $27,647,000 | +14.9% | 580,734 | +7.0% | 0.01% | +12.5% |
| Q1 2021 | $24,067,000 | -26.8% | 542,867 | -32.0% | 0.01% | -33.3% |
| Q4 2020 | $32,868,000 | +4.2% | 798,681 | -10.8% | 0.01% | -7.7% |
| Q3 2020 | $31,554,000 | +91.9% | 895,282 | +96.7% | 0.01% | +85.7% |
| Q2 2020 | $16,447,000 | +0.9% | 455,161 | +1.7% | 0.01% | -22.2% |
| Q1 2020 | $16,297,000 | -45.3% | 447,595 | -31.4% | 0.01% | -25.0% |
| Q4 2019 | $29,809,000 | -11.2% | 652,180 | -19.8% | 0.01% | -20.0% |
| Q3 2019 | $33,572,000 | -38.8% | 812,887 | -34.1% | 0.02% | -40.0% |
| Q2 2019 | $54,868,000 | +15.1% | 1,233,607 | +13.5% | 0.02% | +13.6% |
| Q1 2019 | $47,673,000 | -53.5% | 1,086,999 | -57.4% | 0.02% | -56.9% |
| Q4 2018 | $102,439,000 | +29.9% | 2,550,467 | +53.4% | 0.05% | +82.1% |
| Q3 2018 | $78,855,000 | +20.5% | 1,662,669 | +8.9% | 0.03% | -3.4% |
| Q2 2018 | $65,413,000 | +27.0% | 1,527,458 | +41.8% | 0.03% | +26.1% |
| Q1 2018 | $51,496,000 | +8.8% | 1,077,554 | +3.2% | 0.02% | +4.5% |
| Q4 2017 | $47,345,000 | +27.0% | 1,044,147 | +20.4% | 0.02% | +22.2% |
| Q3 2017 | $37,283,000 | +25.4% | 867,537 | +19.5% | 0.02% | +20.0% |
| Q2 2017 | $29,739,000 | +21.8% | 725,893 | +21.3% | 0.02% | +15.4% |
| Q1 2017 | $24,415,000 | +33.1% | 598,211 | +21.7% | 0.01% | +30.0% |
| Q4 2016 | $18,348,000 | +14.2% | 491,346 | +14.9% | 0.01% | +11.1% |
| Q3 2016 | $16,069,000 | +5.1% | 427,722 | +1.3% | 0.01% | 0.0% |
| Q2 2016 | $15,291,000 | -4.4% | 422,422 | -8.0% | 0.01% | -10.0% |
| Q1 2016 | $15,996,000 | +36.3% | 458,982 | +23.7% | 0.01% | +42.9% |
| Q4 2015 | $11,736,000 | -75.3% | 371,145 | -73.9% | 0.01% | -75.9% |
| Q3 2015 | $47,576,000 | -34.7% | 1,423,766 | -15.1% | 0.03% | -29.3% |
| Q2 2015 | $72,822,000 | -4.0% | 1,676,759 | -6.1% | 0.04% | -6.8% |
| Q1 2015 | $75,834,000 | +11.6% | 1,785,137 | +10.6% | 0.04% | +10.0% |
| Q4 2014 | $67,953,000 | +11.8% | 1,614,157 | +26.7% | 0.04% | +8.1% |
| Q3 2014 | $60,808,000 | -18.4% | 1,274,140 | -11.3% | 0.04% | -15.9% |
| Q2 2014 | $74,496,000 | -28.3% | 1,436,631 | -32.2% | 0.04% | -29.0% |
| Q1 2014 | $103,960,000 | +7.7% | 2,119,451 | +12.0% | 0.06% | +6.9% |
| Q4 2013 | $96,484,000 | -1.4% | 1,892,933 | -0.0% | 0.06% | -9.4% |
| Q3 2013 | $97,892,000 | +16.8% | 1,893,014 | +8.9% | 0.06% | +10.3% |
| Q2 2013 | $83,822,000 | – | 1,738,562 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |