WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,427,063 | -3.5% | 91,437 | -1.4% | 0.40% | -2.0% |
| Q2 2023 | $3,549,600 | -0.1% | 92,751 | -1.1% | 0.40% | -1.2% |
| Q1 2023 | $3,551,717 | +4.3% | 93,812 | -1.8% | 0.41% | +3.8% |
| Q4 2022 | $3,406,009 | -1.5% | 95,567 | -10.1% | 0.40% | -10.0% |
| Q3 2022 | $3,458,000 | -10.7% | 106,291 | +1.6% | 0.44% | -6.4% |
| Q2 2022 | $3,873,000 | -17.2% | 104,594 | -2.2% | 0.47% | -7.7% |
| Q1 2022 | $4,678,000 | +1.5% | 106,907 | +0.5% | 0.51% | +10.0% |
| Q4 2021 | $4,610,000 | -3.3% | 106,427 | -2.6% | 0.46% | -51.3% |
| Q3 2021 | $4,768,000 | -4.7% | 109,287 | -0.2% | 0.95% | -4.0% |
| Q2 2021 | $5,002,000 | +3.3% | 109,507 | +0.3% | 0.99% | -2.9% |
| Q1 2021 | $4,842,000 | +10.8% | 109,143 | +2.7% | 1.02% | +4.0% |
| Q4 2020 | $4,372,000 | +16.4% | 106,266 | -0.3% | 0.98% | +3.9% |
| Q3 2020 | $3,756,000 | +6.6% | 106,584 | +9.3% | 0.94% | -0.8% |
| Q2 2020 | $3,523,000 | +31.2% | 97,500 | +17.1% | 0.95% | +14.2% |
| Q1 2020 | $2,686,000 | -24.3% | 83,275 | +7.4% | 0.83% | -9.1% |
| Q4 2019 | $3,548,000 | +25.1% | 77,516 | +12.9% | 0.92% | +14.4% |
| Q3 2019 | $2,836,000 | -5.5% | 68,642 | +2.2% | 0.80% | -7.9% |
| Q2 2019 | $3,001,000 | +9.3% | 67,193 | +7.3% | 0.87% | +2.8% |
| Q1 2019 | $2,745,000 | +48.0% | 62,611 | +35.5% | 0.84% | +32.9% |
| Q4 2018 | $1,855,000 | -1.0% | 46,202 | +7.7% | 0.64% | +7.1% |
| Q3 2018 | $1,873,000 | +19.1% | 42,881 | +17.0% | 0.59% | +9.2% |
| Q2 2018 | $1,572,000 | +144.1% | 36,665 | +172.1% | 0.54% | +113.3% |
| Q1 2018 | $644,000 | – | 13,475 | – | 0.26% | – |
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% |