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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |