WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,075,106 | +12.5% | 295,354 | +14.8% | 0.02% | -11.1% |
| Q2 2023 | $9,848,475 | +6.6% | 257,210 | +5.5% | 0.02% | +5.9% |
| Q1 2023 | $9,239,324 | +19.9% | 243,903 | +12.9% | 0.02% | +6.2% |
| Q4 2022 | $7,705,106 | +104.7% | 216,070 | +86.8% | 0.02% | +77.8% |
| Q3 2022 | $3,764,000 | -13.3% | 115,668 | -1.3% | 0.01% | -10.0% |
| Q2 2022 | $4,339,000 | -22.4% | 117,166 | -8.3% | 0.01% | -9.1% |
| Q1 2022 | $5,592,000 | +7.4% | 127,797 | +6.4% | 0.01% | +10.0% |
| Q4 2021 | $5,205,000 | +2.5% | 120,164 | +3.3% | 0.01% | -9.1% |
| Q3 2021 | $5,077,000 | +6.5% | 116,316 | +11.4% | 0.01% | +10.0% |
| Q2 2021 | $4,769,000 | +14.0% | 104,368 | +10.6% | 0.01% | 0.0% |
| Q1 2021 | $4,185,000 | +3.0% | 94,355 | -4.4% | 0.01% | -9.1% |
| Q4 2020 | $4,062,000 | +21.4% | 98,679 | +3.9% | 0.01% | +10.0% |
| Q3 2020 | $3,347,000 | -28.6% | 94,952 | -26.8% | 0.01% | -37.5% |
| Q2 2020 | $4,687,000 | +71.7% | 129,735 | +20.9% | 0.02% | +45.5% |
| Q1 2020 | $2,729,000 | – | 107,266 | – | 0.01% | – |
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% |