WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,920 | -30.2% | 27,909 | -29.5% | 0.00% | -100.0% |
| Q2 2023 | $1,582,959 | +101.2% | 39,564 | +80.9% | 0.00% | – |
| Q4 2022 | $786,946 | -80.3% | 21,867 | -80.1% | 0.00% | -100.0% |
| Q3 2022 | $3,993,000 | +312.1% | 109,962 | +369.0% | 0.00% | – |
| Q2 2022 | $969,000 | -7.3% | 23,444 | -1.5% | 0.00% | -100.0% |
| Q1 2022 | $1,045,000 | -1.4% | 23,798 | -2.8% | 0.00% | 0.0% |
| Q4 2021 | $1,060,000 | -21.2% | 24,483 | -17.2% | 0.00% | 0.0% |
| Q3 2021 | $1,346,000 | -4.2% | 29,563 | -2.8% | 0.00% | 0.0% |
| Q2 2021 | $1,405,000 | +165.1% | 30,417 | +155.0% | 0.00% | – |
| Q1 2021 | $530,000 | -18.5% | 11,926 | -21.8% | 0.00% | – |
| Q4 2020 | $650,000 | +5.3% | 15,241 | -12.5% | 0.00% | -100.0% |
| Q3 2020 | $617,000 | -11.0% | 17,420 | -4.4% | 0.00% | 0.0% |
| Q2 2020 | $693,000 | +11.4% | 18,220 | -4.9% | 0.00% | 0.0% |
| Q1 2020 | $622,000 | -81.6% | 19,156 | -74.1% | 0.00% | -66.7% |
| Q4 2019 | $3,379,000 | +12.1% | 73,822 | +1.1% | 0.00% | 0.0% |
| Q3 2019 | $3,015,000 | -18.8% | 72,983 | -12.2% | 0.00% | 0.0% |
| Q2 2019 | $3,714,000 | +12.1% | 83,151 | +10.0% | 0.00% | 0.0% |
| Q1 2019 | $3,314,000 | +19.0% | 75,607 | +9.0% | 0.00% | 0.0% |
| Q4 2018 | $2,785,000 | -7.6% | 69,367 | +0.5% | 0.00% | +50.0% |
| Q3 2018 | $3,014,000 | +1.8% | 69,008 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $2,961,000 | -10.8% | 69,073 | -0.5% | 0.00% | -33.3% |
| Q1 2018 | $3,321,000 | +26.1% | 69,451 | +19.6% | 0.00% | +50.0% |
| Q4 2017 | $2,633,000 | +15.0% | 58,050 | +9.0% | 0.00% | 0.0% |
| Q3 2017 | $2,289,000 | +7.9% | 53,236 | +2.9% | 0.00% | 0.0% |
| Q2 2017 | $2,121,000 | -7.1% | 51,742 | -7.4% | 0.00% | 0.0% |
| Q1 2017 | $2,283,000 | +14.9% | 55,894 | +4.1% | 0.00% | 0.0% |
| Q4 2016 | $1,987,000 | -7.7% | 53,713 | -6.3% | 0.00% | 0.0% |
| Q3 2016 | $2,153,000 | +15.0% | 57,315 | +8.5% | 0.00% | 0.0% |
| Q2 2016 | $1,872,000 | +21.1% | 52,838 | +19.0% | 0.00% | 0.0% |
| Q1 2016 | $1,546,000 | -31.6% | 44,391 | -37.8% | 0.00% | -33.3% |
| Q4 2015 | $2,260,000 | +15.5% | 71,413 | +22.2% | 0.00% | 0.0% |
| Q3 2015 | $1,956,000 | -21.5% | 58,440 | +1.8% | 0.00% | 0.0% |
| Q2 2015 | $2,493,000 | +5.8% | 57,395 | +3.5% | 0.00% | 0.0% |
| Q1 2015 | $2,356,000 | +15.2% | 55,432 | +14.2% | 0.00% | +50.0% |
| Q4 2014 | $2,045,000 | -7.4% | 48,526 | +5.0% | 0.00% | -33.3% |
| Q3 2014 | $2,208,000 | -23.6% | 46,205 | -17.1% | 0.00% | 0.0% |
| Q2 2014 | $2,889,000 | +14.8% | 55,720 | +8.6% | 0.00% | 0.0% |
| Q1 2014 | $2,517,000 | +9.6% | 51,302 | +14.0% | 0.00% | 0.0% |
| Q4 2013 | $2,297,000 | +13.8% | 45,017 | +15.3% | 0.00% | 0.0% |
| Q3 2013 | $2,018,000 | +4.7% | 39,028 | -2.1% | 0.00% | 0.0% |
| Q2 2013 | $1,927,000 | – | 39,865 | – | 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% |