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 | $272,367 | -0.5% | 7,267 | +1.6% | 0.18% | -3.2% |
| Q2 2023 | $273,745 | +7.3% | 7,153 | +6.1% | 0.19% | -0.5% |
| Q1 2023 | $255,214 | +17.1% | 6,741 | +10.0% | 0.19% | +12.6% |
| Q4 2022 | $218,000 | +7.4% | 6,129 | -2.0% | 0.17% | +0.6% |
| Q3 2022 | $203,000 | -11.0% | 6,253 | +1.6% | 0.17% | -7.8% |
| Q2 2022 | $228,000 | -15.2% | 6,157 | +0.1% | 0.18% | -2.7% |
| Q1 2022 | $269,000 | +9.3% | 6,150 | +8.5% | 0.18% | +18.6% |
| Q4 2021 | $246,000 | +778.6% | 5,668 | +758.8% | 0.16% | +550.0% |
| Q2 2018 | $28,000 | -9.7% | 660 | +0.9% | 0.02% | -11.1% |
| Q1 2018 | $31,000 | 0.0% | 654 | 0.0% | 0.03% | -3.6% |
| Q4 2017 | $31,000 | – | 654 | – | 0.03% | – |
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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% |