WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,811 | +38.1% | 26,143 | +41.0% | 0.01% | 0.0% |
| Q2 2023 | $709,498 | +49.0% | 18,541 | +47.4% | 0.01% | +50.0% |
| Q1 2023 | $476,149 | +2.2% | 12,577 | -3.8% | 0.01% | -11.1% |
| Q4 2022 | $466,099 | +36.3% | 13,078 | +24.3% | 0.01% | +12.5% |
| Q3 2022 | $342,000 | -19.5% | 10,520 | -8.0% | 0.01% | -11.1% |
| Q2 2022 | $425,000 | -45.0% | 11,435 | -35.2% | 0.01% | -18.2% |
| Q1 2022 | $773,000 | +70.3% | 17,653 | +68.3% | 0.01% | -8.3% |
| Q4 2021 | $454,000 | -21.2% | 10,492 | -20.6% | 0.01% | -14.3% |
| Q3 2021 | $576,000 | +7.9% | 13,208 | +13.1% | 0.01% | -26.3% |
| Q2 2021 | $534,000 | -50.5% | 11,680 | -51.9% | 0.02% | -71.2% |
| Q1 2021 | $1,078,000 | +12.2% | 24,297 | +3.9% | 0.07% | 0.0% |
| Q4 2020 | $961,000 | +73.8% | 23,380 | +49.0% | 0.07% | +24.5% |
| Q3 2020 | $553,000 | -8.3% | 15,691 | -5.7% | 0.05% | -11.7% |
| Q2 2020 | $603,000 | -2.4% | 16,636 | -12.4% | 0.06% | -38.8% |
| Q1 2020 | $618,000 | +3.0% | 18,992 | +45.1% | 0.10% | -47.3% |
| Q4 2019 | $600,000 | +39.5% | 13,088 | +25.2% | 0.19% | 0.0% |
| Q3 2019 | $430,000 | -1.8% | 10,450 | +6.6% | 0.19% | +16.2% |
| Q2 2019 | $438,000 | +23.0% | 9,800 | +20.8% | 0.16% | +19.4% |
| Q1 2019 | $356,000 | +16.0% | 8,113 | +6.9% | 0.13% | -28.0% |
| Q4 2018 | $307,000 | – | 7,588 | – | 0.19% | – |
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% |