WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,569,853 | -53.6% | 41,883 | -47.8% | 0.07% | -4.1% |
| Q2 2023 | $3,380,464 | +150.4% | 80,238 | +173.4% | 0.07% | +25.4% |
| Q1 2023 | $1,349,875 | +136113.4% | 29,349 | +36.3% | 0.06% | +126.9% |
| Q4 2022 | $991 | -99.9% | 21,536 | +3.3% | 0.03% | +4.0% |
| Q3 2022 | $957,000 | -14.6% | 20,839 | -14.5% | 0.02% | -28.6% |
| Q2 2022 | $1,120,000 | -11.7% | 24,360 | -11.6% | 0.04% | +118.8% |
| Q1 2022 | $1,268,000 | +340.3% | 27,542 | +313.3% | 0.02% | +166.7% |
| Q4 2021 | $288,000 | +0.3% | 6,664 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $287,000 | -33.1% | 6,605 | -29.3% | 0.01% | -33.3% |
| Q2 2021 | $429,000 | -11.0% | 9,342 | -14.4% | 0.01% | 0.0% |
| Q1 2021 | $482,000 | -55.3% | 10,917 | -58.4% | 0.01% | -79.5% |
| Q4 2020 | $1,079,000 | +26.3% | 26,273 | +7.4% | 0.04% | -13.7% |
| Q3 2020 | $854,000 | +152.7% | 24,452 | +164.6% | 0.05% | +88.9% |
| Q2 2020 | $338,000 | +12.3% | 9,241 | +2.0% | 0.03% | -10.0% |
| Q1 2020 | $301,000 | -22.2% | 9,061 | +6.8% | 0.03% | +3.4% |
| Q4 2019 | $387,000 | -64.3% | 8,487 | -67.9% | 0.03% | -60.3% |
| Q3 2019 | $1,083,000 | +3.3% | 26,399 | +9.9% | 0.07% | -49.0% |
| Q1 2019 | $1,048,000 | +6.7% | 24,021 | -1.7% | 0.14% | +138.3% |
| Q4 2018 | $982,000 | -8.7% | 24,437 | -0.8% | 0.06% | +36.4% |
| Q3 2018 | $1,076,000 | -10.0% | 24,643 | -11.6% | 0.04% | -12.0% |
| Q2 2018 | $1,195,000 | -7.9% | 27,865 | -2.7% | 0.05% | -15.3% |
| Q1 2018 | $1,298,000 | 0.0% | 28,629 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $1,298,000 | +39.9% | 28,629 | +32.7% | 0.06% | +59.5% |
| Q3 2017 | $928,000 | +237.5% | 21,573 | +221.2% | 0.04% | +208.3% |
| Q2 2017 | $275,000 | -4.5% | 6,717 | -4.8% | 0.01% | -7.7% |
| Q1 2017 | $288,000 | -18.2% | 7,057 | -25.2% | 0.01% | -23.5% |
| Q4 2016 | $352,000 | -3.8% | 9,436 | -3.1% | 0.02% | -10.5% |
| Q3 2016 | $366,000 | +8.3% | 9,734 | +1.9% | 0.02% | 0.0% |
| Q2 2016 | $338,000 | -67.7% | 9,549 | -60.2% | 0.02% | -86.7% |
| Q1 2016 | $1,048,000 | +273.0% | 24,021 | +170.4% | 0.14% | +652.6% |
| Q4 2015 | $281,000 | – | 8,882 | – | 0.02% | – |
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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% |