WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 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% |