WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 238 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is 3.97 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,156 | -15.9% | 15,532 | -13.8% | 0.02% | 0.0% |
| Q2 2023 | $692,081 | -0.2% | 18,018 | -1.6% | 0.02% | -11.1% |
| Q1 2023 | $693,308 | +6.6% | 18,303 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $650,192 | +22.9% | 18,201 | +12.0% | 0.02% | +12.5% |
| Q3 2022 | $529,000 | -3.6% | 16,258 | +9.7% | 0.02% | -30.4% |
| Q2 2022 | $549,000 | -17.2% | 14,825 | -2.0% | 0.02% | +4.5% |
| Q1 2022 | $663,000 | +30.3% | 15,130 | +28.8% | 0.02% | +46.7% |
| Q4 2021 | $509,000 | -0.6% | 11,750 | +0.1% | 0.02% | -6.2% |
| Q3 2021 | $512,000 | +12.0% | 11,735 | +17.4% | 0.02% | +6.7% |
| Q2 2021 | $457,000 | +57.6% | 9,997 | +53.2% | 0.02% | +50.0% |
| Q1 2021 | $290,000 | +262.5% | 6,525 | +242.7% | 0.01% | +400.0% |
| Q4 2014 | $80,000 | -99.9% | 1,904 | -0.6% | 0.00% | -91.3% |
| Q2 2014 | $99,321,000 | +49068.8% | 1,916 | -53.5% | 0.02% | -62.3% |
| Q1 2014 | $202,000 | -49.2% | 4,122 | -47.2% | 0.06% | -52.0% |
| Q4 2013 | $398,000 | -9.3% | 7,804 | -8.1% | 0.13% | -15.3% |
| Q3 2013 | $439,000 | +58.5% | 8,488 | +47.9% | 0.15% | +59.6% |
| Q2 2013 | $277,000 | – | 5,738 | – | 0.09% | – |
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% |