WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,678,441 | +2.3% | 898,571 | +4.4% | 1.04% | +3.7% |
| Q2 2023 | $32,926,234 | +19.0% | 860,367 | +17.7% | 1.00% | +11.7% |
| Q1 2023 | $27,671,116 | +4364.8% | 730,880 | +4102.9% | 0.90% | +4166.7% |
| Q4 2022 | $619,762 | -45.6% | 17,390 | -50.3% | 0.02% | -60.4% |
| Q3 2022 | $1,139,000 | -13.3% | 35,025 | -1.3% | 0.05% | -14.5% |
| Q2 2022 | $1,314,000 | -18.6% | 35,498 | -3.8% | 0.06% | -10.1% |
| Q1 2022 | $1,615,000 | -13.7% | 36,911 | -14.6% | 0.07% | -5.5% |
| Q4 2021 | $1,872,000 | -2.3% | 43,211 | -1.6% | 0.07% | -20.7% |
| Q3 2021 | $1,916,000 | +2.2% | 43,906 | +7.0% | 0.09% | -7.1% |
| Q2 2021 | $1,875,000 | +33.3% | 41,036 | +29.4% | 0.10% | +23.8% |
| Q1 2021 | $1,407,000 | +52.6% | 31,718 | +41.5% | 0.08% | +42.9% |
| Q4 2020 | $922,000 | – | 22,411 | – | 0.06% | – |
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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% |