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 | $548,369 | -29.4% | 14,631 | -27.9% | 0.09% | -27.8% |
| Q2 2023 | $776,242 | +3.0% | 20,283 | +1.9% | 0.13% | -6.0% |
| Q1 2023 | $753,588 | +22.8% | 19,905 | +15.6% | 0.13% | +13.6% |
| Q4 2022 | $613,422 | +10.5% | 17,212 | +0.9% | 0.12% | +0.9% |
| Q3 2022 | $555,000 | -9.0% | 17,061 | +3.5% | 0.12% | -10.0% |
| Q2 2022 | $610,000 | -13.5% | 16,481 | +2.3% | 0.13% | -2.3% |
| Q1 2022 | $705,000 | +3.2% | 16,114 | +2.2% | 0.13% | +0.8% |
| Q4 2021 | $683,000 | +1.8% | 15,764 | +2.4% | 0.13% | -3.6% |
| Q3 2021 | $671,000 | +1.2% | 15,391 | +6.0% | 0.14% | -8.1% |
| Q2 2021 | $663,000 | +4.1% | 14,515 | +1.1% | 0.15% | -4.5% |
| Q1 2021 | $637,000 | +11.2% | 14,362 | +3.2% | 0.16% | +7.6% |
| Q4 2020 | $573,000 | +14.6% | 13,922 | -1.9% | 0.14% | -19.4% |
| Q3 2020 | $500,000 | -1.4% | 14,190 | +1.2% | 0.18% | -8.2% |
| Q2 2020 | $507,000 | +20.7% | 14,028 | +7.8% | 0.20% | +0.5% |
| Q1 2020 | $420,000 | -5.8% | 13,017 | +33.8% | 0.20% | +20.4% |
| Q4 2019 | $446,000 | +11.2% | 9,730 | +0.2% | 0.16% | +3.8% |
| Q3 2019 | $401,000 | -1.2% | 9,707 | +6.8% | 0.16% | -3.1% |
| Q2 2019 | $406,000 | +1.5% | 9,090 | -0.1% | 0.16% | -3.6% |
| Q1 2019 | $400,000 | +10.8% | 9,103 | +1.3% | 0.17% | -7.7% |
| Q4 2018 | $361,000 | -7.4% | 8,990 | +0.7% | 0.18% | +5.2% |
| Q3 2018 | $390,000 | -1.0% | 8,930 | -2.7% | 0.17% | -5.5% |
| Q2 2018 | $394,000 | +14.9% | 9,174 | +28.2% | 0.18% | +11.0% |
| Q1 2018 | $343,000 | -30.7% | 7,156 | -40.7% | 0.16% | -40.1% |
| Q2 2017 | $495,000 | -6.6% | 12,066 | -6.9% | 0.27% | -10.5% |
| Q1 2017 | $530,000 | +9.3% | 12,958 | -0.1% | 0.31% | +3.7% |
| Q4 2016 | $485,000 | +0.6% | 12,970 | +1.2% | 0.30% | -5.8% |
| Q3 2016 | $482,000 | +5.7% | 12,811 | -0.4% | 0.31% | -1.6% |
| Q2 2016 | $456,000 | +2.5% | 12,864 | +0.8% | 0.32% | -4.5% |
| Q1 2016 | $445,000 | +8.8% | 12,765 | -1.2% | 0.33% | -0.3% |
| Q4 2015 | $409,000 | -7.3% | 12,917 | -1.8% | 0.33% | -7.0% |
| Q3 2015 | $441,000 | -24.5% | 13,160 | -2.1% | 0.36% | -17.8% |
| Q2 2015 | $584,000 | +1.4% | 13,447 | -0.8% | 0.44% | -0.5% |
| Q1 2015 | $576,000 | +0.7% | 13,551 | 0.0% | 0.44% | -0.7% |
| Q4 2014 | $572,000 | -33.5% | 13,551 | -24.6% | 0.44% | -35.7% |
| Q3 2014 | $860,000 | -20.5% | 17,980 | -13.8% | 0.69% | -19.0% |
| Q2 2014 | $1,082,000 | +1.4% | 20,854 | -4.0% | 0.85% | -7.0% |
| Q1 2014 | $1,067,000 | -13.6% | 21,731 | -10.2% | 0.91% | -14.7% |
| Q4 2013 | $1,235,000 | – | 24,192 | – | 1.07% | – |
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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% |