WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,018,000 | -2.1% | 53,853 | 0.0% | 0.31% | -31.4% |
| Q2 2023 | $2,061,000 | -4.8% | 53,853 | -5.8% | 0.46% | -8.0% |
| Q1 2023 | $2,164,000 | +5.4% | 57,171 | -0.8% | 0.50% | +7.8% |
| Q4 2022 | $2,053,000 | +9.3% | 57,608 | -0.2% | 0.46% | +2.4% |
| Q3 2022 | $1,878,000 | -12.2% | 57,741 | 0.0% | 0.45% | -5.8% |
| Q2 2022 | $2,138,000 | -10.5% | 57,741 | +5.8% | 0.48% | -4.8% |
| Q1 2022 | $2,388,000 | -0.9% | 54,581 | -1.9% | 0.50% | +26.4% |
| Q4 2021 | $2,410,000 | +10.7% | 55,628 | +11.5% | 0.40% | -15.9% |
| Q3 2021 | $2,178,000 | -4.5% | 49,911 | 0.0% | 0.47% | -7.8% |
| Q2 2021 | $2,280,000 | +2.8% | 49,911 | -0.1% | 0.51% | -1.0% |
| Q1 2021 | $2,217,000 | -12.8% | 49,981 | -19.2% | 0.52% | -22.5% |
| Q4 2020 | $2,543,000 | +16.3% | 61,822 | -0.4% | 0.67% | +0.5% |
| Q3 2020 | $2,186,000 | +7.3% | 62,040 | +10.0% | 0.66% | +5.7% |
| Q2 2020 | $2,038,000 | +12.0% | 56,395 | 0.0% | 0.63% | +10.7% |
| Q1 2020 | $1,819,000 | -30.3% | 56,395 | -1.1% | 0.57% | -16.7% |
| Q4 2019 | $2,610,000 | +4.7% | 57,016 | -5.6% | 0.68% | -2.0% |
| Q3 2019 | $2,494,000 | -7.5% | 60,379 | 0.0% | 0.70% | -9.3% |
| Q2 2019 | $2,697,000 | -2.6% | 60,379 | -4.4% | 0.77% | -6.6% |
| Q1 2019 | $2,770,000 | – | 63,189 | – | 0.82% | – |
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% |