WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $414,000 | -4.6% | 9,500 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $434,000 | +3.1% | 9,500 | 0.0% | 0.13% | 0.0% |
| Q1 2021 | $421,000 | +7.7% | 9,500 | 0.0% | 0.13% | -7.1% |
| Q4 2020 | $391,000 | +16.7% | 9,500 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $335,000 | -2.3% | 9,500 | 0.0% | 0.14% | -20.9% |
| Q2 2020 | $343,000 | +12.1% | 9,500 | 0.0% | 0.18% | -39.4% |
| Q1 2020 | $306,000 | -95.0% | 9,500 | -92.9% | 0.29% | -91.4% |
| Q4 2019 | $6,149,000 | +16.3% | 134,341 | +5.0% | 3.39% | +0.2% |
| Q3 2019 | $5,285,000 | -4.6% | 127,923 | +3.2% | 3.38% | -2.7% |
| Q2 2019 | $5,538,000 | +637.4% | 124,010 | +623.7% | 3.48% | +588.3% |
| Q1 2019 | $751,000 | – | 17,135 | – | 0.50% | – |
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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% |