WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,917 | +0.3% | 8,162 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $305,007 | +1.5% | 7,970 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $300,379 | -9.3% | 7,934 | -14.6% | 0.00% | 0.0% |
| Q4 2022 | $331,127 | +20.0% | 9,291 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $276,000 | +91.7% | 8,469 | +117.7% | 0.00% | 0.0% |
| Q2 2022 | $144,000 | -18.6% | 3,891 | -4.0% | 0.00% | 0.0% |
| Q1 2022 | $177,000 | +0.6% | 4,053 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $176,000 | -24.1% | 4,053 | -23.6% | 0.00% | 0.0% |
| Q3 2021 | $232,000 | -3.7% | 5,307 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $241,000 | -46.0% | 5,282 | -47.5% | 0.00% | -50.0% |
| Q1 2021 | $446,000 | +6.4% | 10,056 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $419,000 | +27.4% | 10,187 | +9.1% | 0.00% | +100.0% |
| Q3 2020 | $329,000 | +9.3% | 9,337 | +12.0% | 0.00% | 0.0% |
| Q2 2020 | $301,000 | +5.2% | 8,338 | -5.9% | 0.00% | -50.0% |
| Q1 2020 | $286,000 | -46.3% | 8,859 | -23.9% | 0.00% | -33.3% |
| Q4 2019 | $533,000 | +11.3% | 11,637 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $479,000 | +74.2% | 11,589 | +88.2% | 0.00% | +50.0% |
| Q2 2019 | $275,000 | -46.1% | 6,158 | -47.1% | 0.00% | -33.3% |
| Q1 2019 | $510,000 | +92.5% | 11,643 | +81.0% | 0.00% | +50.0% |
| Q4 2018 | $265,000 | -55.7% | 6,433 | -53.0% | 0.00% | -50.0% |
| Q3 2018 | $598,000 | +0.3% | 13,698 | -1.4% | 0.00% | 0.0% |
| Q2 2018 | $596,000 | -8.6% | 13,898 | +1.9% | 0.00% | -20.0% |
| Q1 2018 | $652,000 | +8.7% | 13,633 | +3.0% | 0.01% | +25.0% |
| Q4 2017 | $600,000 | +14.5% | 13,233 | +8.7% | 0.00% | 0.0% |
| Q3 2017 | $524,000 | -37.2% | 12,175 | -40.2% | 0.00% | -33.3% |
| Q2 2017 | $834,000 | +211.2% | 20,350 | +203.7% | 0.01% | +200.0% |
| Q1 2017 | $268,000 | +2.7% | 6,700 | -4.1% | 0.00% | 0.0% |
| Q4 2016 | $261,000 | -41.9% | 6,990 | -41.5% | 0.00% | -50.0% |
| Q3 2016 | $449,000 | -13.8% | 11,952 | -18.8% | 0.00% | -20.0% |
| Q2 2016 | $521,000 | -14.9% | 14,720 | -16.3% | 0.01% | -16.7% |
| Q1 2016 | $612,000 | +15.3% | 17,595 | +4.8% | 0.01% | +20.0% |
| Q4 2015 | $531,000 | -72.8% | 16,797 | -71.2% | 0.01% | -70.6% |
| Q3 2015 | $1,955,000 | +31.6% | 58,396 | +70.8% | 0.02% | +750.0% |
| Q2 2015 | $1,485,000 | +7.8% | 34,195 | +5.5% | 0.00% | 0.0% |
| Q1 2015 | $1,377,000 | -1.3% | 32,420 | -2.0% | 0.00% | 0.0% |
| Q4 2014 | $1,395,000 | -51.9% | 33,095 | -40.9% | 0.00% | -60.0% |
| Q2 2014 | $2,903,000 | +41.2% | 56,000 | +33.6% | 0.01% | +66.7% |
| Q1 2014 | $2,056,000 | +27.4% | 41,910 | +32.4% | 0.00% | 0.0% |
| Q4 2013 | $1,614,000 | +17.9% | 31,645 | +19.5% | 0.00% | +50.0% |
| Q3 2013 | $1,369,000 | +171.1% | 26,487 | +153.5% | 0.00% | +100.0% |
| Q2 2013 | $505,000 | – | 10,450 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |