StrategIQ Financial Group, LLC - WISDOMTREE TR ownership

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
StrategIQ Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$644,00013,4750.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders