WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,193,881 | -68.0% | 458,748 | -67.3% | 0.19% | -68.7% |
| Q2 2023 | $53,655,994 | -0.4% | 1,402,039 | -1.5% | 0.61% | -7.1% |
| Q1 2023 | $53,881,780 | +3.5% | 1,423,186 | -2.6% | 0.66% | -5.0% |
| Q4 2022 | $52,084,000 | -27.2% | 1,461,392 | -33.6% | 0.70% | -36.8% |
| Q3 2022 | $71,574,000 | -9.4% | 2,200,252 | +3.1% | 1.10% | -7.7% |
| Q2 2022 | $79,012,000 | -15.5% | 2,133,738 | -0.3% | 1.19% | -7.3% |
| Q1 2022 | $93,533,000 | +0.7% | 2,139,516 | -0.2% | 1.28% | -8.1% |
| Q4 2021 | $92,870,000 | +3.0% | 2,143,822 | +3.7% | 1.40% | -6.9% |
| Q3 2021 | $90,162,000 | -3.8% | 2,068,023 | +0.8% | 1.50% | -11.6% |
| Q2 2021 | $93,705,000 | +4.3% | 2,051,865 | +1.3% | 1.70% | -11.8% |
| Q1 2021 | $89,813,000 | +15.6% | 2,025,442 | +7.1% | 1.93% | +4.4% |
| Q4 2020 | $77,705,000 | -1.8% | 1,891,043 | -15.8% | 1.85% | +45.6% |
| Q3 2020 | $79,136,000 | +17.2% | 2,246,046 | +20.1% | 1.27% | -34.8% |
| Q2 2020 | $67,523,000 | +7.8% | 1,870,641 | -3.7% | 1.95% | +4.2% |
| Q1 2020 | $62,640,000 | -28.1% | 1,943,017 | +2.1% | 1.87% | -7.5% |
| Q4 2019 | $87,132,000 | +16.1% | 1,903,780 | +4.7% | 2.02% | -33.5% |
| Q3 2019 | $75,073,000 | -0.6% | 1,818,803 | +7.6% | 3.04% | -8.8% |
| Q2 2019 | $75,495,000 | +7.4% | 1,690,446 | +5.5% | 3.33% | -10.9% |
| Q1 2019 | $70,279,000 | +670.1% | 1,603,078 | +581.8% | 3.74% | +143.5% |
| Q4 2018 | $9,126,000 | – | 235,111 | – | 1.53% | – |
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% |