WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,937,811 | -4.9% | 78,383 | -2.9% | 2.97% | +7.3% |
| Q2 2023 | $3,087,984 | -1.7% | 80,689 | -2.8% | 2.77% | -2.6% |
| Q1 2023 | $3,142,774 | +68.8% | 83,010 | +58.9% | 2.84% | +72.9% |
| Q4 2022 | $1,861,849 | -23.8% | 52,240 | -20.8% | 1.64% | -21.3% |
| Q2 2022 | $2,443,000 | – | 65,967 | – | 2.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |