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 | $129 | -12.2% | 3,446 | -10.7% | 0.00% | – |
| Q2 2023 | $147 | +172.2% | 3,858 | +167.7% | 0.00% | – |
| Q1 2023 | $54 | -46.0% | 1,441 | -48.8% | 0.00% | – |
| Q4 2022 | $100 | -99.9% | 2,816 | -33.9% | 0.00% | – |
| Q3 2022 | $138,000 | -68.7% | 4,261 | -64.3% | 0.00% | -100.0% |
| Q2 2022 | $441,000 | -29.1% | 11,941 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $622,000 | -73.4% | 14,236 | -73.7% | 0.00% | -50.0% |
| Q4 2021 | $2,340,000 | +46700.0% | 54,044 | +42792.1% | 0.00% | – |
| Q3 2021 | $5,000 | -82.8% | 126 | -80.6% | 0.00% | – |
| Q2 2021 | $29,000 | +38.1% | 651 | +25.4% | 0.00% | – |
| Q4 2020 | $21,000 | -98.9% | 519 | -99.1% | 0.00% | -100.0% |
| Q1 2020 | $1,949,000 | +708.7% | 60,473 | +1045.1% | 0.00% | – |
| Q4 2019 | $241,000 | +4720.0% | 5,281 | +3993.8% | 0.00% | – |
| Q2 2019 | $5,000 | -99.6% | 129 | -99.6% | 0.00% | -100.0% |
| Q4 2018 | $1,370,000 | +11316.7% | 34,164 | +13040.0% | 0.00% | – |
| Q1 2018 | $12,000 | – | 260 | +1200.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 20 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $388,000 | +479.1% | 10,413 | +643.8% | 0.00% | – |
| Q2 2013 | $67,000 | – | 1,400 | – | 0.00% | – |
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% |