WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,728,000 | -11.3% | 46,661 | +4.8% | 0.28% | +3.7% |
| Q1 2022 | $1,948,000 | +27.2% | 44,526 | +25.9% | 0.27% | +32.0% |
| Q4 2021 | $1,532,000 | +455.1% | 35,358 | +459.7% | 0.21% | +402.4% |
| Q3 2021 | $276,000 | +29.0% | 6,317 | +34.5% | 0.04% | +5.1% |
| Q2 2021 | $214,000 | – | 4,695 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |