WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 220 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $208,000 | -17.8% | 5,614 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $253,000 | -18.4% | 5,789 | -19.1% | 0.00% | 0.0% |
| Q4 2021 | $310,000 | +52.7% | 7,154 | +61.4% | 0.00% | 0.0% |
| Q4 2019 | $203,000 | -31.4% | 4,433 | -33.2% | 0.00% | -50.0% |
| Q3 2019 | $296,000 | -7.8% | 6,633 | -7.7% | 0.00% | 0.0% |
| Q2 2019 | $321,000 | +1.9% | 7,183 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $315,000 | +9.4% | 7,183 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $288,000 | -9.1% | 7,183 | -1.0% | 0.00% | 0.0% |
| Q3 2018 | $317,000 | +1.9% | 7,258 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $311,000 | -100.0% | 7,258 | -66.1% | 0.00% | -69.2% |
| Q1 2018 | $1,025,261,000 | +2.5% | 21,440 | -2.8% | 0.01% | +8.3% |
| Q4 2017 | $999,968,000 | +1.8% | 22,050 | -3.5% | 0.01% | 0.0% |
| Q3 2017 | $982,335,000 | +206.3% | 22,845 | +191.9% | 0.01% | +200.0% |
| Q2 2017 | $320,747,000 | +8.4% | 7,825 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $295,919,000 | +100211.5% | 7,925 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $295,000 | -99.9% | 7,925 | -11.2% | 0.00% | -20.0% |
| Q3 2016 | $335,312,000 | +6.1% | 8,925 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $316,124,000 | +10.3% | 8,925 | +8.5% | 0.01% | +25.0% |
| Q1 2016 | $286,477,000 | +18.4% | 8,225 | +7.5% | 0.00% | 0.0% |
| Q4 2015 | $242,046,000 | -33.3% | 7,650 | -8.5% | 0.00% | -33.3% |
| Q2 2015 | $363,074,000 | +5.3% | 8,360 | +3.1% | 0.01% | +20.0% |
| Q1 2015 | $344,675,000 | -1.6% | 8,110 | -2.4% | 0.01% | -16.7% |
| Q4 2014 | $350,350,000 | -27.2% | 8,310 | -17.5% | 0.01% | -25.0% |
| Q3 2014 | $481,145,000 | -7.8% | 10,070 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $522,029,000 | +9.6% | 10,070 | +3.7% | 0.01% | 0.0% |
| Q1 2014 | $476,470,000 | -4.8% | 9,710 | -1.0% | 0.01% | 0.0% |
| Q4 2013 | $500,604,000 | +32.5% | 9,810 | +34.2% | 0.01% | +12.5% |
| Q3 2013 | $377,854,000 | – | 7,310 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |