WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,638,625 | -0.8% | 123,763 | +1.3% | 1.03% | +0.8% |
| Q2 2023 | $4,677,456 | +5.7% | 122,223 | +4.6% | 1.02% | -4.2% |
| Q1 2023 | $4,423,299 | +21.4% | 116,831 | +14.3% | 1.06% | +18.8% |
| Q4 2022 | $3,642,957 | +26.3% | 102,215 | +15.3% | 0.90% | +13.7% |
| Q3 2022 | $2,884,000 | -16.6% | 88,655 | -5.1% | 0.79% | -8.7% |
| Q2 2022 | $3,460,000 | -16.6% | 93,438 | -1.5% | 0.86% | -1.8% |
| Q1 2022 | $4,151,000 | -3.9% | 94,859 | -4.8% | 0.88% | -13.1% |
| Q4 2021 | $4,319,000 | -2.6% | 99,689 | -1.9% | 1.01% | -11.0% |
| Q3 2021 | $4,434,000 | -2.7% | 101,633 | +1.9% | 1.14% | +1.6% |
| Q2 2021 | $4,558,000 | +0.1% | 99,773 | -2.8% | 1.12% | -11.6% |
| Q1 2021 | $4,554,000 | +20.8% | 102,663 | +12.0% | 1.27% | +11.2% |
| Q4 2020 | $3,771,000 | +22.2% | 91,662 | +4.7% | 1.14% | +6.4% |
| Q3 2020 | $3,086,000 | +12.1% | 87,577 | +14.9% | 1.07% | -0.4% |
| Q2 2020 | $2,753,000 | -1.4% | 76,209 | -12.0% | 1.07% | -15.6% |
| Q1 2020 | $2,792,000 | -29.4% | 86,582 | +0.2% | 1.27% | -16.5% |
| Q4 2019 | $3,955,000 | +18.4% | 86,417 | +6.9% | 1.52% | +7.1% |
| Q3 2019 | $3,340,000 | -2.3% | 80,842 | +5.6% | 1.42% | -3.9% |
| Q2 2019 | $3,420,000 | +13.9% | 76,569 | +11.8% | 1.48% | +1.4% |
| Q1 2019 | $3,003,000 | +18.9% | 68,506 | +8.9% | 1.46% | +11.0% |
| Q4 2018 | $2,525,000 | -8.9% | 62,879 | -0.9% | 1.32% | +1.0% |
| Q3 2018 | $2,771,000 | +1.7% | 63,449 | -0.2% | 1.30% | -2.5% |
| Q2 2018 | $2,726,000 | +8.5% | 63,584 | +21.1% | 1.34% | +2.3% |
| Q1 2018 | $2,512,000 | – | 52,525 | – | 1.31% | – |
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% |