WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 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 ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |