WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,776 | -2.1% | 3,676 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $140,681 | +2.2% | 3,676 | +1.1% | 0.01% | -12.5% |
| Q1 2023 | $137,621 | +5.5% | 3,635 | -0.7% | 0.01% | 0.0% |
| Q4 2022 | $130,442 | +7.8% | 3,660 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $121,000 | -18.8% | 3,735 | -8.0% | 0.01% | +14.3% |
| Q2 2022 | $149,000 | -17.7% | 4,060 | -2.3% | 0.01% | -12.5% |
| Q1 2022 | $181,000 | -2.2% | 4,154 | -2.9% | 0.01% | +14.3% |
| Q4 2021 | $185,000 | +3.4% | 4,277 | +4.7% | 0.01% | 0.0% |
| Q3 2021 | $179,000 | -9.6% | 4,086 | -5.6% | 0.01% | -12.5% |
| Q2 2021 | $198,000 | -3.9% | 4,327 | -5.5% | 0.01% | +33.3% |
| Q1 2021 | $206,000 | +11.4% | 4,577 | +2.8% | 0.01% | -14.3% |
| Q4 2020 | $185,000 | +7.6% | 4,452 | -10.8% | 0.01% | -22.2% |
| Q3 2020 | $172,000 | -11.8% | 4,990 | -6.9% | 0.01% | -18.2% |
| Q2 2020 | $195,000 | +28.3% | 5,357 | +10.9% | 0.01% | +10.0% |
| Q1 2020 | $152,000 | -31.5% | 4,832 | -0.7% | 0.01% | -16.7% |
| Q4 2019 | $222,000 | +5.2% | 4,868 | -5.1% | 0.01% | -7.7% |
| Q3 2019 | $211,000 | -40.7% | 5,127 | -35.7% | 0.01% | -40.9% |
| Q2 2019 | $356,000 | +6.0% | 7,978 | +3.8% | 0.02% | 0.0% |
| Q1 2019 | $336,000 | +10.2% | 7,683 | +1.2% | 0.02% | -4.3% |
| Q4 2018 | $305,000 | -11.3% | 7,592 | -3.8% | 0.02% | 0.0% |
| Q3 2018 | $344,000 | +55.0% | 7,889 | +52.0% | 0.02% | +35.3% |
| Q2 2018 | $222,000 | -42.9% | 5,189 | -36.2% | 0.02% | -50.0% |
| Q1 2018 | $389,000 | -1.0% | 8,139 | -6.2% | 0.03% | -2.9% |
| Q4 2017 | $393,000 | +17.0% | 8,676 | +10.9% | 0.04% | +6.1% |
| Q3 2017 | $336,000 | +25.8% | 7,825 | +19.9% | 0.03% | +22.2% |
| Q2 2017 | $267,000 | +14.1% | 6,525 | +13.5% | 0.03% | +12.5% |
| Q1 2017 | $234,000 | +296.6% | 5,750 | +259.4% | 0.02% | +200.0% |
| Q4 2016 | $59,000 | +1.7% | 1,600 | +2.9% | 0.01% | 0.0% |
| Q3 2016 | $58,000 | +5.5% | 1,555 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $55,000 | -6.8% | 1,555 | -8.8% | 0.01% | -11.1% |
| Q1 2016 | $59,000 | – | 1,705 | – | 0.01% | – |
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% |