WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 269 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,244 | +52.2% | 300 | +55.4% | 0.00% | – |
| Q2 2023 | $7,386 | -85.3% | 193 | -85.4% | 0.00% | – |
| Q1 2023 | $50,088 | -8.7% | 1,323 | -14.1% | 0.00% | – |
| Q4 2022 | $54,886 | +12.0% | 1,540 | +3.4% | 0.00% | – |
| Q3 2022 | $49,000 | -73.9% | 1,490 | -70.7% | 0.00% | – |
| Q2 2022 | $188,000 | -23.0% | 5,090 | -8.6% | 0.00% | – |
| Q1 2022 | $244,000 | +4.3% | 5,570 | +3.2% | 0.00% | – |
| Q4 2021 | $234,000 | -2.1% | 5,395 | -1.8% | 0.00% | – |
| Q3 2021 | $239,000 | -5.9% | 5,495 | -1.3% | 0.00% | – |
| Q2 2021 | $254,000 | +10.9% | 5,570 | +7.7% | 0.00% | – |
| Q1 2021 | $229,000 | +4.6% | 5,170 | -2.8% | 0.00% | – |
| Q4 2020 | $219,000 | -14.5% | 5,320 | -26.6% | 0.00% | – |
| Q3 2020 | $256,000 | -26.2% | 7,245 | -24.7% | 0.00% | – |
| Q2 2020 | $347,000 | +67.6% | 9,622 | +50.1% | 0.00% | – |
| Q1 2020 | $207,000 | +404.9% | 6,410 | +600.5% | 0.00% | – |
| Q4 2019 | $41,000 | +10.8% | 915 | 0.0% | 0.00% | – |
| Q3 2019 | $37,000 | -69.4% | 915 | -66.8% | 0.00% | – |
| Q2 2019 | $121,000 | -50.2% | 2,759 | -50.9% | 0.00% | – |
| Q1 2019 | $243,000 | +27.9% | 5,614 | +18.0% | 0.00% | – |
| Q4 2018 | $190,000 | +102.1% | 4,758 | +120.2% | 0.00% | – |
| Q3 2018 | $94,000 | -23.0% | 2,161 | -23.8% | 0.00% | – |
| Q2 2018 | $122,000 | -9.6% | 2,836 | 0.0% | 0.00% | – |
| Q1 2018 | $135,000 | -96.6% | 2,836 | -97.0% | 0.00% | -100.0% |
| Q4 2014 | $4,024,000 | -31.9% | 95,512 | -22.8% | 0.00% | -50.0% |
| Q3 2014 | $5,906,000 | -11.4% | 123,675 | -3.9% | 0.00% | -20.0% |
| Q2 2014 | $6,669,000 | +51.0% | 128,716 | +42.9% | 0.01% | +66.7% |
| Q1 2014 | $4,416,000 | -72.7% | 90,045 | -71.6% | 0.00% | -75.0% |
| Q4 2013 | $16,175,000 | -61.9% | 317,017 | -61.4% | 0.01% | -61.3% |
| Q3 2013 | $42,407,000 | – | 820,527 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |