WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,902 | +24.0% | 1,785 | +26.6% | 0.00% | 0.0% |
| Q2 2023 | $53,962 | -21.6% | 1,410 | -22.5% | 0.00% | 0.0% |
| Q1 2023 | $68,867 | +983714.3% | 1,819 | +842.5% | 0.00% | – |
| Q4 2022 | $7 | -100.0% | 193 | -99.0% | 0.00% | -100.0% |
| Q1 2020 | $622,000 | -40.0% | 19,282 | -15.0% | 0.03% | -26.8% |
| Q4 2019 | $1,037,000 | +13.8% | 22,675 | +2.8% | 0.04% | +2.5% |
| Q3 2019 | $911,000 | -7.5% | 22,050 | -0.0% | 0.04% | -33.3% |
| Q2 2019 | $985,000 | +11.0% | 22,060 | +9.0% | 0.06% | +5.3% |
| Q1 2019 | $887,000 | +13.7% | 20,230 | +4.1% | 0.06% | +14.0% |
| Q4 2018 | $780,000 | -8.3% | 19,430 | -0.3% | 0.05% | -23.1% |
| Q3 2018 | $851,000 | +1.3% | 19,492 | -1.3% | 0.06% | -15.6% |
| Q2 2018 | $840,000 | +1.8% | 19,753 | +12.6% | 0.08% | -18.1% |
| Q1 2018 | $825,000 | +17.9% | 17,543 | +17.5% | 0.09% | -1.1% |
| Q4 2017 | $700,000 | – | 14,934 | – | 0.10% | – |
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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% |