WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,676,830 | -1.4% | 6,714,963 | +0.7% | 0.03% | +4.0% |
| Q2 2023 | $255,296,915 | +11.2% | 6,670,940 | +10.0% | 0.02% | 0.0% |
| Q1 2023 | $229,617,825 | +28.0% | 6,064,918 | +20.5% | 0.02% | +25.0% |
| Q4 2022 | $179,445,296 | +23.2% | 5,034,939 | +12.4% | 0.02% | 0.0% |
| Q3 2022 | $145,694,000 | -12.1% | 4,478,769 | +0.0% | 0.02% | -9.1% |
| Q2 2022 | $165,843,000 | -16.0% | 4,478,598 | -0.8% | 0.02% | -18.5% |
| Q1 2022 | $197,544,000 | +12.7% | 4,514,254 | +11.6% | 0.03% | +22.7% |
| Q4 2021 | $175,297,000 | +16.4% | 4,046,543 | +17.2% | 0.02% | +10.0% |
| Q3 2021 | $150,646,000 | -5.3% | 3,452,811 | -0.9% | 0.02% | -4.8% |
| Q2 2021 | $159,150,000 | +6.4% | 3,484,031 | +3.3% | 0.02% | -4.5% |
| Q1 2021 | $149,577,000 | +20.7% | 3,371,881 | +12.0% | 0.02% | +15.8% |
| Q4 2020 | $123,892,000 | +42.8% | 3,011,480 | +22.4% | 0.02% | +11.8% |
| Q3 2020 | $86,730,000 | -5.0% | 2,461,138 | -2.6% | 0.02% | -15.0% |
| Q2 2020 | $91,317,000 | +3.1% | 2,527,465 | -7.9% | 0.02% | -16.7% |
| Q1 2020 | $88,541,000 | -33.3% | 2,745,458 | -5.4% | 0.02% | -22.6% |
| Q4 2019 | $132,781,000 | +19.3% | 2,901,033 | +7.7% | 0.03% | +6.9% |
| Q3 2019 | $111,284,000 | -17.5% | 2,693,869 | -10.8% | 0.03% | -19.4% |
| Q2 2019 | $134,845,000 | +4.0% | 3,019,386 | +2.1% | 0.04% | -2.7% |
| Q1 2019 | $129,705,000 | +16.9% | 2,958,580 | +7.0% | 0.04% | +12.1% |
| Q4 2018 | $110,994,000 | +3.4% | 2,764,470 | +12.4% | 0.03% | +22.2% |
| Q3 2018 | $107,380,000 | -10.8% | 2,458,897 | -12.4% | 0.03% | -18.2% |
| Q2 2018 | $120,343,000 | -14.6% | 2,807,176 | -4.8% | 0.03% | -15.4% |
| Q1 2018 | $140,990,000 | +10.9% | 2,948,337 | +5.2% | 0.04% | +11.4% |
| Q4 2017 | $127,080,000 | +4.2% | 2,802,173 | -1.2% | 0.04% | -5.4% |
| Q3 2017 | $121,969,000 | +3.7% | 2,836,508 | -1.2% | 0.04% | +2.8% |
| Q2 2017 | $117,650,000 | -46.2% | 2,870,218 | -46.4% | 0.04% | +5.9% |
| Q1 2017 | $218,724,000 | +21.6% | 5,354,250 | +11.2% | 0.03% | +17.2% |
| Q4 2016 | $179,850,000 | +118.6% | 4,816,502 | +120.0% | 0.03% | +3.6% |
| Q3 2016 | $82,272,000 | +20.0% | 2,189,802 | +13.1% | 0.03% | +12.0% |
| Q2 2016 | $68,569,000 | +19.7% | 1,935,914 | +17.7% | 0.02% | +13.6% |
| Q1 2016 | $57,265,000 | -4.2% | 1,644,142 | -13.0% | 0.02% | 0.0% |
| Q4 2015 | $59,780,000 | -28.9% | 1,889,368 | -24.7% | 0.02% | -29.0% |
| Q3 2015 | $84,048,000 | -33.5% | 2,510,412 | -13.7% | 0.03% | -29.5% |
| Q2 2015 | $126,358,000 | +5.0% | 2,909,464 | +2.8% | 0.04% | 0.0% |
| Q1 2015 | $120,335,000 | -5.8% | 2,831,422 | -6.6% | 0.04% | -6.4% |
| Q4 2014 | $127,749,000 | -42.8% | 3,030,093 | -35.2% | 0.05% | -45.3% |
| Q3 2014 | $223,471,000 | -10.5% | 4,677,074 | -2.9% | 0.09% | -12.2% |
| Q2 2014 | $249,764,000 | +6.5% | 4,817,969 | +0.8% | 0.10% | 0.0% |
| Q1 2014 | $234,435,000 | -10.5% | 4,777,543 | -6.9% | 0.10% | -11.7% |
| Q4 2013 | $261,934,000 | -27.0% | 5,132,972 | -26.1% | 0.11% | -34.7% |
| Q3 2013 | $358,936,000 | -1.6% | 6,944,000 | -8.0% | 0.17% | -7.6% |
| Q2 2013 | $364,914,000 | – | 7,550,468 | – | 0.18% | – |
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% |