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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -25.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $8,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 175 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $8,000 | +14.3% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $7,000 | -12.5% | 175 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $8,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,000 | 0.0% | 175 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $7,000 | -12.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 175 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $8,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $8,000 | – | 175 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |