Baird Financial Group, Inc. - WISDOMTREE TR ownership

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
Baird Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,472,129
-5.2%
226,044
-3.2%
0.02%
-4.2%
Q2 2023$8,934,290
+2.0%
233,454
+0.9%
0.02%
+9.1%
Q1 2023$8,762,205
+137931.0%
231,437
+29.9%
0.02%
+29.4%
Q4 2022$6,348
-99.2%
178,119
+633.5%
0.02%
+750.0%
Q3 2022$790,000
-10.8%
24,282
+1.5%
0.00%0.0%
Q2 2022$886,000
-16.5%
23,920
-1.4%
0.00%
-33.3%
Q1 2022$1,061,000
-89.3%
24,254
-89.4%
0.00%
-87.0%
Q4 2021$9,914,000
+6.9%
228,858
+7.7%
0.02%
-4.2%
Q3 2021$9,271,000
+0.0%
212,481
+4.7%
0.02%0.0%
Q2 2021$9,268,000
-12.3%
202,891
-14.8%
0.02%
-20.0%
Q1 2021$10,564,000
+11.4%
238,135
+3.3%
0.03%
+7.1%
Q4 2020$9,487,000
-0.3%
230,602
-14.6%
0.03%
-15.2%
Q3 2020$9,519,000
+5.7%
270,122
+8.4%
0.03%
-2.9%
Q2 2020$9,006,000
-24.6%
249,264
-32.7%
0.03%
-38.2%
Q1 2020$11,937,000
-30.1%
370,135
-0.8%
0.06%
-9.8%
Q4 2019$17,081,000
+34.2%
373,185
+21.1%
0.06%
+22.0%
Q3 2019$12,726,000
+2.0%
308,070
+10.3%
0.05%
+4.2%
Q2 2019$12,473,000
+9.4%
279,290
+7.4%
0.05%
-28.4%
Q1 2019$11,399,000
+21.2%
260,023
+11.0%
0.07%
+4.7%
Q4 2018$9,407,000
-19.1%
234,288
-11.6%
0.06%
-12.3%
Q3 2018$11,633,000
-17.1%
265,108
-19.0%
0.07%
-23.2%
Q2 2018$14,025,000
-24.0%
327,154
-15.2%
0.10%
-26.9%
Q1 2018$18,448,000
+20.6%
385,776
+14.4%
0.13%
+20.4%
Q4 2017$15,299,000
+10.0%
337,360
+4.3%
0.11%
+2.9%
Q3 2017$13,908,000
+26.8%
323,431
+20.9%
0.10%
+22.1%
Q2 2017$10,966,000
+13.2%
267,539
+12.8%
0.09%
+10.3%
Q1 2017$9,690,000
+32.1%
237,213
+20.8%
0.08%
+21.9%
Q4 2016$7,334,000
+591.2%
196,403
+595.3%
0.06%
+540.0%
Q3 2016$1,061,000
+16.3%
28,246
+9.8%
0.01%
+25.0%
Q2 2016$912,000
+22.9%
25,730
+20.8%
0.01%
+14.3%
Q1 2016$742,000
+26.4%
21,306
+14.9%
0.01%
+16.7%
Q4 2015$587,000
-28.8%
18,546
-24.6%
0.01%
-33.3%
Q3 2015$824,000
-81.7%
24,613
-76.3%
0.01%
-79.5%
Q2 2015$4,514,000103,9330.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders