WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,375 | -0.3% | 25,010 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $940,103 | +1.1% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $930,031 | +6.2% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $875,497 | +9.6% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $799,000 | -16.2% | 24,565 | -4.7% | 0.00% | -20.0% |
| Q2 2022 | $954,000 | -15.4% | 25,765 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,127,000 | +1.0% | 25,765 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $1,116,000 | +4.1% | 25,765 | +4.9% | 0.00% | -20.0% |
| Q3 2021 | $1,072,000 | -4.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,122,000 | -48.5% | 24,565 | -50.0% | 0.01% | 0.0% |
| Q1 2021 | $2,180,000 | +115.6% | 49,130 | +100.0% | 0.01% | 0.0% |
| Q4 2020 | $1,011,000 | +16.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $866,000 | -2.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $888,000 | +12.1% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $792,000 | -29.5% | 24,565 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $1,124,000 | +10.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,015,000 | -7.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,097,000 | – | 24,565 | – | 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% |