WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,043 | -8.0% | 15,263 | -6.1% | 0.06% | -9.7% |
| Q2 2023 | $622,033 | +0.4% | 16,254 | -0.6% | 0.06% | -7.5% |
| Q1 2023 | $619,293 | +4.0% | 16,357 | -2.1% | 0.07% | -5.6% |
| Q4 2022 | $595,650 | -42.7% | 16,713 | -47.7% | 0.07% | -52.0% |
| Q3 2022 | $1,039,000 | -12.1% | 31,937 | +0.1% | 0.15% | -27.5% |
| Q2 2022 | $1,182,000 | -12.6% | 31,913 | +3.3% | 0.20% | -5.6% |
| Q1 2022 | $1,352,000 | -7.6% | 30,896 | -8.5% | 0.22% | -6.9% |
| Q4 2021 | $1,463,000 | +0.4% | 33,763 | +1.1% | 0.23% | -19.7% |
| Q3 2021 | $1,457,000 | -78.9% | 33,389 | -77.9% | 0.29% | -82.0% |
| Q2 2021 | $6,912,000 | +3.4% | 151,324 | +0.4% | 1.61% | -18.4% |
| Q1 2021 | $6,687,000 | +4.4% | 150,746 | -3.1% | 1.97% | -9.6% |
| Q4 2020 | $6,403,000 | +1.5% | 155,648 | -13.0% | 2.18% | -15.9% |
| Q3 2020 | $6,307,000 | -6.9% | 178,976 | -4.5% | 2.59% | -19.6% |
| Q2 2020 | $6,775,000 | +5.0% | 187,505 | -6.3% | 3.22% | -20.2% |
| Q1 2020 | $6,450,000 | -27.7% | 200,011 | +2.6% | 4.03% | -21.5% |
| Q4 2019 | $8,923,000 | +22.1% | 194,944 | +10.2% | 5.14% | +7.5% |
| Q3 2019 | $7,308,000 | -1.7% | 176,915 | +6.3% | 4.78% | -13.5% |
| Q2 2019 | $7,432,000 | +10.5% | 166,405 | +8.5% | 5.52% | +3.7% |
| Q1 2019 | $6,723,000 | +19.9% | 153,358 | +9.9% | 5.33% | +2.8% |
| Q4 2018 | $5,605,000 | +6.3% | 139,605 | +15.6% | 5.18% | -14.0% |
| Q3 2018 | $5,273,000 | +3.8% | 120,740 | +1.9% | 6.03% | +3.0% |
| Q2 2018 | $5,082,000 | -4.1% | 118,535 | +7.0% | 5.85% | -5.9% |
| Q1 2018 | $5,298,000 | +554.1% | 110,798 | +520.2% | 6.22% | +814.4% |
| Q4 2017 | $810,000 | – | 17,866 | – | 0.68% | – |
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% |