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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,642 | -4.3% | 20,348 | -2.3% | 0.09% | 0.0% |
| Q2 2023 | $797,241 | -5.2% | 20,832 | -6.2% | 0.09% | -9.2% |
| Q1 2023 | $841,046 | +3.0% | 22,215 | -3.1% | 0.10% | -3.9% |
| Q4 2022 | $816,822 | -23.8% | 22,919 | -30.5% | 0.10% | -30.1% |
| Q3 2022 | $1,072,000 | -30.4% | 32,969 | -20.8% | 0.15% | -25.9% |
| Q2 2022 | $1,541,000 | -15.3% | 41,615 | +0.1% | 0.20% | -5.3% |
| Q1 2022 | $1,819,000 | +11.1% | 41,569 | +10.9% | 0.21% | +16.2% |
| Q4 2021 | $1,638,000 | +0.4% | 37,471 | +0.2% | 0.18% | -5.3% |
| Q3 2021 | $1,631,000 | -9.4% | 37,393 | -5.2% | 0.19% | -10.0% |
| Q2 2021 | $1,800,000 | +6.7% | 39,425 | +3.6% | 0.21% | -15.7% |
| Q1 2021 | $1,687,000 | +14.0% | 38,038 | +5.7% | 0.25% | +10.2% |
| Q4 2020 | $1,480,000 | +17.7% | 35,982 | +0.8% | 0.23% | +7.6% |
| Q3 2020 | $1,257,000 | -2.5% | 35,687 | 0.0% | 0.21% | -8.3% |
| Q2 2020 | $1,289,000 | +14.7% | 35,687 | -35.8% | 0.23% | -1.3% |
| Q1 2020 | $1,124,000 | -16.5% | 55,589 | +89.0% | 0.23% | -5.3% |
| Q4 2019 | $1,346,000 | +22.9% | 29,412 | +10.9% | 0.24% | +17.8% |
| Q3 2019 | $1,095,000 | +40.9% | 26,519 | +52.3% | 0.21% | +34.2% |
| Q2 2019 | $777,000 | +22.0% | 17,412 | +19.7% | 0.16% | +16.5% |
| Q1 2019 | $637,000 | +13.8% | 14,547 | +4.2% | 0.13% | +5.6% |
| Q4 2018 | $560,000 | – | 13,958 | – | 0.13% | – |
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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% |