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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $282,000 | -43.7% | 8,679 | -35.9% | 0.03% | -45.2% |
| Q2 2022 | $501,000 | -16.5% | 13,540 | -1.3% | 0.06% | -11.4% |
| Q1 2022 | $600,000 | +14.7% | 13,714 | +13.6% | 0.07% | +6.1% |
| Q4 2021 | $523,000 | +4.2% | 12,072 | +4.9% | 0.07% | -15.4% |
| Q3 2021 | $502,000 | -43.3% | 11,503 | -40.7% | 0.08% | -43.9% |
| Q2 2021 | $886,000 | +73.0% | 19,399 | +68.0% | 0.14% | +27.5% |
| Q1 2021 | $512,000 | +70.1% | 11,548 | +57.9% | 0.11% | +43.4% |
| Q4 2020 | $301,000 | – | 7,314 | – | 0.08% | – |
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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% |