WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,961 | -3.3% | 11,952 | -1.2% | 0.19% | -7.9% |
| Q2 2023 | $463,144 | -1.6% | 12,102 | -2.6% | 0.20% | -7.7% |
| Q1 2023 | $470,486 | +12.4% | 12,427 | +5.8% | 0.22% | +2.8% |
| Q4 2022 | $418,663 | +32.5% | 11,747 | +21.1% | 0.21% | +26.6% |
| Q3 2022 | $316,000 | -19.4% | 9,704 | -8.3% | 0.17% | -13.3% |
| Q2 2022 | $392,000 | -10.9% | 10,587 | +5.3% | 0.20% | +13.4% |
| Q1 2022 | $440,000 | +8.6% | 10,052 | +7.6% | 0.17% | +7.5% |
| Q4 2021 | $405,000 | -0.7% | 9,342 | 0.0% | 0.16% | -3.0% |
| Q3 2021 | $408,000 | -4.4% | 9,342 | 0.0% | 0.16% | -2.9% |
| Q2 2021 | $427,000 | +6.5% | 9,342 | +3.3% | 0.17% | -2.3% |
| Q1 2021 | $401,000 | +9.6% | 9,042 | +1.7% | 0.17% | +22.5% |
| Q4 2020 | $366,000 | +14.0% | 8,892 | -2.3% | 0.14% | -2.1% |
| Q3 2020 | $321,000 | -0.9% | 9,097 | +1.5% | 0.14% | -9.4% |
| Q2 2020 | $324,000 | -53.5% | 8,962 | -41.1% | 0.16% | -49.8% |
| Q4 2019 | $697,000 | +7.2% | 15,227 | -3.2% | 0.32% | +3.2% |
| Q3 2019 | $650,000 | -8.1% | 15,727 | -0.6% | 0.31% | -3.4% |
| Q2 2019 | $707,000 | +3.1% | 15,827 | +1.1% | 0.32% | -1.8% |
| Q1 2019 | $686,000 | +9.6% | 15,651 | +0.3% | 0.33% | +1.6% |
| Q4 2018 | $626,000 | -6.3% | 15,601 | +2.0% | 0.32% | +19.3% |
| Q3 2018 | $668,000 | -1.2% | 15,301 | -3.0% | 0.27% | -12.4% |
| Q2 2018 | $676,000 | -5.3% | 15,776 | +5.6% | 0.31% | -5.5% |
| Q1 2018 | $714,000 | +10.0% | 14,936 | +4.4% | 0.32% | +16.5% |
| Q4 2017 | $649,000 | -4.4% | 14,311 | -9.4% | 0.28% | -2.8% |
| Q3 2017 | $679,000 | +11.3% | 15,796 | +6.1% | 0.29% | +2.9% |
| Q2 2017 | $610,000 | +8.9% | 14,891 | +8.6% | 0.28% | +6.9% |
| Q1 2017 | $560,000 | +22.8% | 13,706 | +12.3% | 0.26% | -11.2% |
| Q4 2016 | $456,000 | +8.1% | 12,206 | +8.7% | 0.29% | +36.7% |
| Q3 2016 | $422,000 | +5.8% | 11,231 | -0.4% | 0.22% | +3.9% |
| Q2 2016 | $399,000 | +5.3% | 11,271 | +3.6% | 0.21% | +2.5% |
| Q1 2016 | $379,000 | +30.7% | 10,883 | +18.9% | 0.20% | +24.7% |
| Q4 2015 | $290,000 | +7.0% | 9,156 | +13.1% | 0.16% | +1.2% |
| Q3 2015 | $271,000 | -17.1% | 8,095 | +7.7% | 0.16% | -28.3% |
| Q2 2015 | $327,000 | +3.5% | 7,519 | +1.3% | 0.22% | +2.3% |
| Q1 2015 | $316,000 | 0.0% | 7,424 | -1.1% | 0.22% | -4.4% |
| Q4 2014 | $316,000 | -26.5% | 7,504 | -16.6% | 0.23% | -28.1% |
| Q3 2014 | $430,000 | -11.9% | 8,993 | -4.5% | 0.32% | -10.5% |
| Q2 2014 | $488,000 | -4.1% | 9,413 | -9.2% | 0.35% | -9.9% |
| Q1 2014 | $509,000 | -13.3% | 10,366 | -9.9% | 0.39% | -16.6% |
| Q4 2013 | $587,000 | -16.6% | 11,506 | -15.5% | 0.47% | -23.4% |
| Q3 2013 | $704,000 | +10.9% | 13,622 | +3.7% | 0.62% | +2.3% |
| Q2 2013 | $635,000 | – | 13,141 | – | 0.60% | – |
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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% |