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 | $4,532,083 | +4.3% | 120,920 | +6.5% | 0.04% | +5.4% |
| Q2 2023 | $4,345,431 | -0.3% | 113,547 | -1.4% | 0.04% | -2.6% |
| Q1 2023 | $4,360,583 | +10.1% | 115,176 | +3.6% | 0.04% | +2.7% |
| Q4 2022 | $3,961,769 | +68.4% | 111,161 | +53.6% | 0.04% | -21.3% |
| Q3 2022 | $2,353,000 | -27.6% | 72,348 | -17.5% | 0.05% | -9.6% |
| Q2 2022 | $3,249,000 | +222.3% | 87,747 | +280.8% | 0.05% | +271.4% |
| Q1 2022 | $1,008,000 | -67.3% | 23,043 | -67.6% | 0.01% | -68.2% |
| Q4 2021 | $3,084,000 | +360.3% | 71,181 | +363.4% | 0.04% | +300.0% |
| Q3 2021 | $670,000 | +1.2% | 15,359 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $662,000 | +35.7% | 14,500 | +31.7% | 0.01% | +10.0% |
| Q1 2021 | $488,000 | -5.2% | 11,009 | -12.0% | 0.01% | 0.0% |
| Q4 2020 | $515,000 | +63.5% | 12,507 | +39.8% | 0.01% | -61.5% |
| Q3 2020 | $315,000 | +55.2% | 8,948 | +59.3% | 0.03% | +36.8% |
| Q2 2020 | $203,000 | – | 5,616 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |