WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,164,617 | +6.2% | 57,753 | +8.4% | 0.05% | +2.2% |
| Q2 2023 | $2,039,087 | +20.1% | 53,281 | +18.8% | 0.05% | +2.2% |
| Q1 2023 | $1,698,107 | -3.5% | 44,852 | -9.2% | 0.04% | 0.0% |
| Q4 2022 | $1,759,645 | +10.7% | 49,372 | +1.1% | 0.04% | +2.3% |
| Q3 2022 | $1,589,000 | -44.3% | 48,858 | -36.6% | 0.04% | -38.9% |
| Q2 2022 | $2,854,000 | -14.7% | 77,075 | +0.9% | 0.07% | -4.0% |
| Q1 2022 | $3,344,000 | +10.5% | 76,425 | +9.4% | 0.08% | +11.9% |
| Q4 2021 | $3,025,000 | +6.6% | 69,830 | +7.3% | 0.07% | -6.9% |
| Q3 2021 | $2,838,000 | +3.8% | 65,053 | +8.7% | 0.07% | +5.9% |
| Q2 2021 | $2,734,000 | +11.5% | 59,847 | +8.3% | 0.07% | 0.0% |
| Q1 2021 | $2,451,000 | +2375.8% | 55,258 | +2349.4% | 0.07% | +1600.0% |
| Q3 2018 | $99,000 | -34.0% | 2,256 | -28.3% | 0.00% | -33.3% |
| Q1 2018 | $150,000 | +19.0% | 3,147 | +13.2% | 0.01% | 0.0% |
| Q4 2017 | $126,000 | – | 2,781 | – | 0.01% | – |
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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% |