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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,270 | +1.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $37,860 | +6.2% | 1,000 | 0.0% | 0.02% | -16.7% |
| Q4 2022 | $35,640 | +8.0% | 1,000 | 0.0% | 0.02% | +12.5% |
| Q3 2022 | $33,000 | -10.8% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $37,000 | -15.9% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $44,000 | +2.3% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $43,000 | -2.3% | 1,000 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $44,000 | -4.3% | 1,000 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $46,000 | +4.5% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $44,000 | +7.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | +17.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $35,000 | -2.8% | 1,000 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $36,000 | +12.5% | 1,000 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $32,000 | -30.4% | 1,000 | 0.0% | 0.02% | -18.5% |
| Q4 2019 | $46,000 | +12.2% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,000 | -8.9% | 1,000 | 0.0% | 0.03% | -6.9% |
| Q2 2019 | $45,000 | +2.3% | 1,000 | 0.0% | 0.03% | +3.6% |
| Q1 2019 | $44,000 | +10.0% | 1,000 | 0.0% | 0.03% | -3.4% |
| Q4 2018 | $40,000 | – | 1,000 | – | 0.03% | – |
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% |