WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256 | -78.1% | 6,697 | -78.3% | 0.00% | -100.0% |
| Q1 2023 | $1,170 | -61.0% | 30,900 | -63.3% | 0.00% | -50.0% |
| Q4 2022 | $2,997 | -99.2% | 84,100 | +618.8% | 0.00% | +300.0% |
| Q3 2022 | $381,000 | -65.5% | 11,700 | -53.8% | 0.00% | 0.0% |
| Q3 2021 | $1,104,000 | +70.4% | 25,300 | +73.3% | 0.00% | 0.0% |
| Q1 2021 | $648,000 | +131.4% | 14,600 | +114.7% | 0.00% | – |
| Q4 2020 | $280,000 | -7.6% | 6,800 | -20.9% | 0.00% | – |
| Q3 2020 | $303,000 | -35.4% | 8,600 | -16.1% | 0.00% | – |
| Q4 2019 | $469,000 | -43.6% | 10,248 | -50.5% | 0.00% | -100.0% |
| Q4 2018 | $831,000 | -32.7% | 20,700 | -19.8% | 0.00% | 0.0% |
| Q2 2018 | $1,234,000 | 0.0% | 25,800 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,234,000 | +65.2% | 25,800 | +56.6% | 0.00% | 0.0% |
| Q4 2017 | $747,000 | – | 16,470 | – | 0.00% | – |
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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% |