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 | $232,599 | -1.9% | 6,206 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $237,071 | +1.2% | 6,194 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $234,263 | +6.2% | 6,188 | +0.0% | 0.05% | +2.1% |
| Q4 2022 | $220,491 | +9.7% | 6,187 | +0.1% | 0.05% | 0.0% |
| Q3 2022 | $201,000 | -27.2% | 6,182 | -2.1% | 0.05% | -6.0% |
| Q2 2022 | $276,000 | 0.0% | 6,315 | -0.0% | 0.05% | 0.0% |
| Q1 2022 | $276,000 | -44.8% | 6,317 | -46.7% | 0.05% | -74.6% |
| Q4 2014 | $500,000 | -70.3% | 11,844 | -66.4% | 0.20% | -71.0% |
| Q3 2014 | $1,685,000 | -36.1% | 35,275 | -30.7% | 0.68% | -37.2% |
| Q2 2014 | $2,636,000 | -5.6% | 50,870 | -10.6% | 1.08% | -7.7% |
| Q1 2014 | $2,792,000 | -19.4% | 56,899 | -16.2% | 1.17% | -25.4% |
| Q4 2013 | $3,465,000 | -11.2% | 67,925 | -10.0% | 1.57% | -23.3% |
| Q3 2013 | $3,903,000 | -15.7% | 75,459 | -21.2% | 2.05% | -29.4% |
| Q2 2013 | $4,630,000 | -39.1% | 95,794 | -31.2% | 2.90% | -48.2% |
| Q1 2013 | $7,601,000 | -0.6% | 139,309 | +4.1% | 5.60% | -21.0% |
| Q4 2012 | $7,645,000 | – | 133,795 | – | 7.09% | – |
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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% |