WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,529 | -2.1% | 14,635 | 0.0% | 0.05% | +3.9% |
| Q2 2023 | $560,091 | +1.1% | 14,635 | 0.0% | 0.05% | -22.7% |
| Q1 2023 | $554,091 | +6.2% | 14,635 | 0.0% | 0.07% | -41.6% |
| Q4 2022 | $521,600 | -9.9% | 14,635 | -17.7% | 0.11% | -28.5% |
| Q3 2022 | $579,000 | -12.1% | 17,791 | 0.0% | 0.16% | -12.2% |
| Q2 2022 | $659,000 | +22.0% | 17,791 | +44.0% | 0.18% | +39.5% |
| Q1 2022 | $540,000 | -26.4% | 12,351 | -27.1% | 0.13% | -34.8% |
| Q4 2021 | $734,000 | -0.7% | 16,939 | 0.0% | 0.20% | -47.6% |
| Q3 2021 | $739,000 | -4.9% | 16,939 | -0.5% | 0.38% | -5.7% |
| Q2 2021 | $777,000 | +2.9% | 17,020 | 0.0% | 0.40% | -3.6% |
| Q1 2021 | $755,000 | +7.9% | 17,020 | 0.0% | 0.42% | +3.2% |
| Q4 2020 | $700,000 | +1.4% | 17,020 | -13.0% | 0.40% | -10.8% |
| Q3 2020 | $690,000 | -9.0% | 19,574 | -6.7% | 0.45% | -17.7% |
| Q2 2020 | $758,000 | +9.2% | 20,974 | -2.5% | 0.55% | +23.6% |
| Q1 2020 | $694,000 | -40.6% | 21,522 | -15.7% | 0.44% | -14.0% |
| Q4 2019 | $1,168,000 | +15.2% | 25,518 | +4.0% | 0.52% | +2.4% |
| Q3 2019 | $1,014,000 | +8.1% | 24,536 | +16.8% | 0.50% | +1.6% |
| Q2 2019 | $938,000 | -2.0% | 21,011 | -3.8% | 0.50% | -7.8% |
| Q1 2019 | $957,000 | +8.9% | 21,833 | -0.2% | 0.54% | -15.7% |
| Q4 2018 | $879,000 | – | 21,882 | – | 0.64% | – |
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% |