WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,118 | +0.4% | 5,339 | +2.5% | 0.01% | 0.0% |
| Q2 2023 | $199,353 | +2.7% | 5,209 | +1.6% | 0.01% | 0.0% |
| Q1 2023 | $194,106 | +6.5% | 5,127 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $182,315 | +57.2% | 5,115 | +43.5% | 0.01% | +25.0% |
| Q3 2022 | $116,000 | -11.5% | 3,564 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $131,000 | -15.5% | 3,550 | +0.2% | 0.00% | -20.0% |
| Q1 2022 | $155,000 | +1.3% | 3,544 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $153,000 | +240.0% | 3,541 | +241.5% | 0.01% | +150.0% |
| Q3 2021 | $45,000 | -4.3% | 1,037 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +2.2% | 1,030 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | -9.8% | 1,027 | -16.5% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +24.4% | 1,230 | +6.6% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | 0.0% | 1,154 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +10.8% | 1,146 | +0.3% | 0.00% | -33.3% |
| Q1 2020 | $37,000 | -28.8% | 1,143 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $52,000 | +6.1% | 1,143 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | -2.0% | 1,175 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $50,000 | +2.0% | 1,125 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $49,000 | +8.9% | 1,124 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $45,000 | +181.2% | 1,124 | +213.1% | 0.00% | +100.0% |
| Q3 2018 | $16,000 | +6.7% | 359 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | +36.4% | 359 | +12.9% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | +10.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | -9.1% | 318 | 0.0% | 0.00% | -33.3% |
| Q3 2015 | $11,000 | +10.0% | 318 | +40.1% | 0.00% | +50.0% |
| Q2 2015 | $10,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | -66.7% | 227 | -61.1% | 0.00% | -81.8% |
| Q4 2013 | $30,000 | 0.0% | 584 | 0.0% | 0.01% | -15.4% |
| Q3 2013 | $30,000 | – | 584 | – | 0.01% | – |
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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% |