WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 242 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $450,316 | +4.6% | 10,398 | +1.1% | 0.01% | 0.0% |
| Q1 2024 | $430,435 | +1.8% | 10,288 | -1.0% | 0.01% | -6.7% |
| Q4 2023 | $422,912 | +4.3% | 10,396 | -3.9% | 0.02% | -25.0% |
| Q3 2023 | $405,458 | +3.7% | 10,818 | +5.9% | 0.02% | +5.3% |
| Q2 2023 | $391,062 | +0.5% | 10,218 | -0.5% | 0.02% | -20.8% |
| Q1 2023 | $388,974 | +5.0% | 10,274 | -1.1% | 0.02% | -7.7% |
| Q4 2022 | $370,366 | +8.6% | 10,392 | -1.0% | 0.03% | -7.1% |
| Q3 2022 | $341,000 | -8.6% | 10,493 | +4.2% | 0.03% | -9.7% |
| Q2 2022 | $373,000 | -14.8% | 10,071 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $438,000 | -0.9% | 9,998 | -2.0% | 0.03% | -6.1% |
| Q4 2021 | $442,000 | – | 10,200 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |