WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $89,100 | -57.4% | 2,500 | -47.8% | 0.01% | -65.6% |
| Q1 2022 | $209,000 | +1.0% | 4,787 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $207,000 | +30.2% | 4,787 | +31.0% | 0.03% | -23.8% |
| Q3 2021 | $159,000 | -4.8% | 3,653 | 0.0% | 0.04% | +13.5% |
| Q2 2021 | $167,000 | +17.6% | 3,653 | +13.8% | 0.04% | +15.6% |
| Q1 2021 | $142,000 | +7.6% | 3,211 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $132,000 | – | 3,211 | – | 0.03% | – |
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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% |