WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $674 | -4.0% | 17,973 | -2.0% | 0.01% | 0.0% |
Q2 2023 | $702 | -0.4% | 18,348 | -1.5% | 0.01% | 0.0% |
Q1 2023 | $705 | -16.8% | 18,627 | -21.7% | 0.01% | -16.7% |
Q4 2022 | $847 | -99.9% | 23,777 | +26.1% | 0.01% | +9.1% |
Q3 2022 | $613,000 | +0.2% | 18,859 | +14.1% | 0.01% | 0.0% |
Q2 2022 | $612,000 | -56.5% | 16,525 | -48.7% | 0.01% | -47.6% |
Q1 2022 | $1,408,000 | +9.6% | 32,184 | +8.5% | 0.02% | -8.7% |
Q4 2021 | $1,285,000 | -0.9% | 29,673 | -0.2% | 0.02% | -8.0% |
Q3 2021 | $1,297,000 | -12.0% | 29,726 | -7.9% | 0.02% | -13.8% |
Q2 2021 | $1,474,000 | +7.8% | 32,275 | +4.7% | 0.03% | 0.0% |
Q1 2021 | $1,367,000 | -19.2% | 30,825 | -25.1% | 0.03% | -25.6% |
Q4 2020 | $1,692,000 | +1.7% | 41,138 | -12.8% | 0.04% | -9.3% |
Q3 2020 | $1,663,000 | -4.6% | 47,186 | -2.2% | 0.04% | -14.0% |
Q2 2020 | $1,743,000 | +8.3% | 48,246 | -3.3% | 0.05% | -3.8% |
Q1 2020 | $1,610,000 | -13.9% | 49,912 | +22.2% | 0.05% | +10.6% |
Q4 2019 | $1,870,000 | +24.9% | 40,861 | +12.8% | 0.05% | -2.1% |
Q3 2019 | $1,497,000 | +5.2% | 36,229 | +13.7% | 0.05% | +6.7% |
Q2 2019 | $1,423,000 | +238.0% | 31,852 | +231.4% | 0.04% | +150.0% |
Q1 2019 | $421,000 | -4.1% | 9,610 | -30.7% | 0.02% | -55.0% |
Q4 2015 | $439,000 | -5.4% | 13,871 | 0.0% | 0.04% | -25.9% |
Q3 2015 | $464,000 | +480.0% | 13,871 | +653.0% | 0.05% | +575.0% |
Q2 2015 | $80,000 | -14.0% | 1,842 | -15.9% | 0.01% | -20.0% |
Q1 2015 | $93,000 | +1.1% | 2,191 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $92,000 | -3.2% | 2,191 | +9.9% | 0.01% | -9.1% |
Q3 2014 | $95,000 | -7.8% | 1,993 | 0.0% | 0.01% | -21.4% |
Q2 2014 | $103,000 | – | 1,993 | – | 0.01% | – |
Download |
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% |