WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $3,339,000 | -62.4% | 99,746 | -51.2% | 1.19% | -58.9% |
| Q2 2015 | $8,884,000 | +4.8% | 204,552 | +2.6% | 2.90% | +6.2% |
| Q1 2015 | $8,475,000 | +14.4% | 199,423 | +13.5% | 2.73% | +12.2% |
| Q4 2014 | $7,405,000 | +11.3% | 175,629 | +26.2% | 2.44% | +7.3% |
| Q3 2014 | $6,651,000 | -3.7% | 139,191 | +4.5% | 2.27% | -2.9% |
| Q2 2014 | $6,906,000 | +6.8% | 133,222 | +1.1% | 2.34% | +2.1% |
| Q1 2014 | $6,464,000 | -56.1% | 131,724 | -51.5% | 2.29% | -25.0% |
| Q4 2013 | $14,730,000 | +88.5% | 271,384 | +79.5% | 3.05% | +0.1% |
| Q3 2013 | $7,816,000 | -50.9% | 151,211 | -50.1% | 3.05% | -13.5% |
| Q2 2013 | $15,913,000 | – | 303,015 | – | 3.52% | – |
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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% |