SIMPLEX TRADING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
SIMPLEX TRADING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$4
-98.7%
109
-98.7%
0.00%
Q1 2023$318
-3.3%
8,412
-9.1%
0.00%
Q4 2022$329
-99.3%
9,256
+540.1%
0.00%
Q3 2022$47,000
+327.3%
1,446
+363.5%
0.00%
Q2 2022$11,000
-38.9%
312
-26.6%
0.00%
Q1 2022$18,000
-85.8%
425
-85.6%
0.00%
Q4 2021$127,000
-67.8%
2,945
-66.1%
0.00%
Q3 2021$395,000
-25.9%
8,676
-25.7%
0.00%
-100.0%
Q2 2021$533,00011,676
+36.3%
0.00%
Q1 2021$0
-100.0%
8,566
+53.4%
0.00%
Q4 2020$229,000
+1426.7%
5,585
+1189.8%
0.00%
Q3 2020$15,000
-25.0%
433
-12.5%
0.00%
Q3 2019$20,000
+300.0%
495
+232.2%
0.00%
Q4 2018$5,000
-96.0%
149
-94.8%
0.00%
Q3 2018$124,0002,844
+13442.9%
0.00%
Q2 2017$0
-100.0%
21
-97.7%
0.00%
-100.0%
Q1 2017$36,000
-59.6%
903
-66.3%
0.00%
-71.4%
Q3 2015$89,000
-36.9%
2,678
-17.7%
0.01%
-41.7%
Q2 2015$141,0003,2520.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders