WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,513 | -0.0% | 1,241 | +2.1% | 0.02% | 0.0% |
| Q2 2023 | $46,536 | +101065.2% | 1,216 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $46 | +7.0% | 1,216 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $43 | -99.8% | 1,216 | +62.6% | 0.02% | +10.5% |
| Q3 2022 | $24,000 | -47.8% | 748 | -40.3% | 0.02% | 0.0% |
| Q2 2022 | $46,000 | -43.2% | 1,253 | -32.6% | 0.02% | -38.7% |
| Q1 2022 | $81,000 | 0.0% | 1,859 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $81,000 | -19.0% | 1,859 | -19.0% | 0.04% | -23.9% |
| Q3 2021 | $100,000 | -7.4% | 2,295 | -3.2% | 0.05% | -11.5% |
| Q2 2021 | $108,000 | +2.9% | 2,372 | 0.0% | 0.05% | +8.3% |
| Q1 2021 | $105,000 | +8.2% | 2,372 | 0.0% | 0.05% | +6.7% |
| Q4 2020 | $97,000 | +15.5% | 2,372 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $84,000 | +2.4% | 2,372 | +4.0% | 0.05% | -7.8% |
| Q2 2020 | $82,000 | -27.4% | 2,280 | -7.9% | 0.05% | -30.1% |
| Q4 2019 | $113,000 | – | 2,475 | – | 0.07% | – |
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% |