WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,813,270 | +2.2% | 47,381 | +1.1% | 0.08% | -5.7% |
| Q1 2023 | $1,774,914 | +520.6% | 46,881 | +478.4% | 0.09% | +123.1% |
| Q3 2020 | $286,000 | -10.1% | 8,105 | -7.8% | 0.04% | -15.2% |
| Q2 2020 | $318,000 | -31.8% | 8,795 | -39.2% | 0.05% | -41.8% |
| Q1 2020 | $466,000 | -57.5% | 14,465 | -39.6% | 0.08% | -53.3% |
| Q4 2019 | $1,097,000 | +4.4% | 23,961 | -5.8% | 0.17% | -3.4% |
| Q3 2019 | $1,051,000 | -13.6% | 25,432 | -6.7% | 0.18% | -15.5% |
| Q2 2019 | $1,217,000 | -2.6% | 27,246 | -4.4% | 0.21% | -6.8% |
| Q1 2019 | $1,250,000 | -8.4% | 28,504 | -16.1% | 0.22% | -19.9% |
| Q4 2018 | $1,365,000 | +454.9% | 33,988 | +500.6% | 0.28% | +295.7% |
| Q2 2015 | $246,000 | +11.3% | 5,659 | +9.0% | 0.07% | +6.1% |
| Q1 2015 | $221,000 | +1.8% | 5,194 | +0.9% | 0.07% | -18.5% |
| Q4 2014 | $217,000 | -27.9% | 5,148 | -18.3% | 0.08% | -25.0% |
| Q3 2014 | $301,000 | -11.2% | 6,298 | -3.7% | 0.11% | -21.2% |
| Q2 2014 | $339,000 | +0.3% | 6,540 | -5.1% | 0.14% | +7.0% |
| Q1 2014 | $338,000 | – | 6,891 | – | 0.13% | – |
Download | ||||||
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% |