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 | $526,781 | +0.3% | 14,055 | +2.4% | 0.19% | +1.6% |
| Q2 2023 | $525,179 | +1.1% | 13,723 | 0.0% | 0.19% | -6.5% |
| Q1 2023 | $519,553 | +3.2% | 13,723 | -2.8% | 0.20% | -4.3% |
| Q4 2022 | $503,344 | +17.9% | 14,123 | +7.6% | 0.21% | +15.6% |
| Q3 2022 | $427,000 | -12.1% | 13,123 | 0.0% | 0.18% | -13.9% |
| Q2 2022 | $486,000 | -21.0% | 13,123 | -6.6% | 0.21% | -3.2% |
| Q1 2022 | $615,000 | +17.8% | 14,048 | +16.6% | 0.22% | +26.3% |
| Q4 2021 | $522,000 | +2.8% | 12,048 | +3.4% | 0.17% | -2.3% |
| Q3 2021 | $508,000 | +54.4% | 11,648 | +61.8% | 0.18% | +60.6% |
| Q2 2021 | $329,000 | – | 7,198 | – | 0.11% | – |
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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% |