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 | $83,056 | -2.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $84,806 | +1.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $83,898 | -70.6% | 2,216 | -72.4% | 0.00% | -71.4% |
| Q4 2022 | $285,690 | +9.5% | 8,016 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $261,000 | -20.2% | 8,016 | -9.4% | 0.01% | -12.5% |
| Q2 2022 | $327,000 | -15.5% | 8,843 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | +184.6% | 8,843 | +143.6% | 0.01% | +100.0% |
| Q3 2016 | $136,000 | +5.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $129,000 | +2.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +9.6% | 3,630 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $115,000 | -5.7% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $122,000 | -22.8% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $158,000 | – | 3,630 | – | 0.00% | – |
Download | ||||||
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% |