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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $533,000 | – | 11,676 | +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 | $124,000 | – | 2,844 | +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 | $141,000 | – | 3,252 | – | 0.01% | – |
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% |