WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,990 | -36.6% | 159,826 | -35.3% | 0.28% | -31.6% |
| Q2 2023 | $9,451 | +1475.2% | 246,965 | +1368.2% | 0.41% | +1270.0% |
| Q4 2022 | $600 | -99.8% | 16,821 | +61.6% | 0.03% | +66.7% |
| Q3 2022 | $339,000 | -97.0% | 10,408 | -96.6% | 0.02% | -97.0% |
| Q2 2022 | $11,366,000 | +1852.9% | 306,936 | +2201.4% | 0.61% | +2539.1% |
| Q3 2021 | $582,000 | +18.1% | 13,337 | +23.5% | 0.02% | -8.0% |
| Q2 2021 | $493,000 | -9.9% | 10,797 | -12.4% | 0.02% | -16.7% |
| Q1 2021 | $547,000 | -71.3% | 12,332 | -73.4% | 0.03% | -76.9% |
| Q4 2020 | $1,905,000 | +198.1% | 46,316 | +155.6% | 0.13% | +176.6% |
| Q3 2020 | $639,000 | -63.7% | 18,121 | -62.8% | 0.05% | -66.2% |
| Q2 2020 | $1,762,000 | -33.3% | 48,755 | -23.8% | 0.14% | -24.9% |
| Q3 2019 | $2,643,000 | +118.6% | 63,984 | +131.1% | 0.18% | +31.2% |
| Q3 2018 | $1,209,000 | -36.6% | 27,691 | -37.7% | 0.14% | -23.8% |
| Q2 2018 | $1,907,000 | +177.6% | 44,482 | +165.3% | 0.18% | +249.1% |
| Q2 2017 | $687,000 | +18.7% | 16,765 | +8.2% | 0.05% | +47.2% |
| Q4 2016 | $579,000 | -60.9% | 15,495 | -60.7% | 0.04% | -73.7% |
| Q3 2016 | $1,480,000 | +27.1% | 39,389 | +17.8% | 0.14% | +16.1% |
| Q1 2016 | $1,164,000 | +2275.5% | 33,425 | +2192.5% | 0.12% | +883.3% |
| Q3 2015 | $49,000 | -89.1% | 1,458 | -85.9% | 0.01% | -86.0% |
| Q2 2015 | $449,000 | +54.3% | 10,338 | +51.1% | 0.09% | +41.0% |
| Q1 2015 | $291,000 | -97.7% | 6,840 | -97.7% | 0.06% | -95.7% |
| Q4 2014 | $12,650,000 | +24703.9% | 300,058 | +27864.4% | 1.42% | +23583.3% |
| Q3 2014 | $51,000 | -99.3% | 1,073 | -99.2% | 0.01% | -99.5% |
| Q2 2014 | $7,143,000 | -60.1% | 137,798 | -62.2% | 1.32% | -46.3% |
| Q1 2014 | $17,881,000 | -59.8% | 364,401 | -58.2% | 2.45% | -51.0% |
| Q4 2013 | $44,530,000 | – | 872,617 | – | 5.01% | – |
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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% |