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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $109 | +6.9% | 2,872 | 0.0% | 0.08% | +11.9% |
Q4 2022 | $102 | -99.9% | 2,872 | 0.0% | 0.07% | -16.2% |
Q3 2022 | $93,000 | -25.0% | 2,872 | 0.0% | 0.08% | -10.1% |
Q4 2021 | $124,000 | -0.8% | 2,872 | 0.0% | 0.09% | -19.8% |
Q3 2021 | $125,000 | -4.6% | 2,872 | 0.0% | 0.11% | +12.1% |
Q2 2021 | $131,000 | +3.1% | 2,872 | 0.0% | 0.10% | -1.0% |
Q1 2021 | $127,000 | +7.6% | 2,872 | 0.0% | 0.10% | +9.9% |
Q4 2020 | $118,000 | +2.6% | 2,872 | -11.8% | 0.09% | +18.2% |
Q3 2020 | $115,000 | +9.5% | 3,255 | 0.0% | 0.08% | +1.3% |
Q1 2020 | $105,000 | -29.5% | 3,255 | 0.0% | 0.08% | -5.0% |
Q4 2019 | $149,000 | +11.2% | 3,255 | 0.0% | 0.08% | -12.1% |
Q3 2019 | $134,000 | -13.5% | 3,255 | -6.1% | 0.09% | -18.8% |
Q2 2019 | $155,000 | -4.9% | 3,466 | -7.0% | 0.11% | -1.8% |
Q1 2019 | $163,000 | -3.6% | 3,725 | -11.8% | 0.11% | -34.1% |
Q4 2018 | $169,000 | -8.2% | 4,222 | 0.0% | 0.17% | -0.6% |
Q3 2018 | $184,000 | – | 4,222 | – | 0.17% | – |
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% |