WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878,025 | -12.3% | 23,426 | -10.5% | 0.52% | +2.1% |
| Q2 2023 | $1,001,399 | +1.6% | 26,167 | +0.5% | 0.51% | -5.2% |
| Q1 2023 | $985,899 | +6.3% | 26,041 | +0.1% | 0.54% | +0.9% |
| Q4 2022 | $927,063 | +791.4% | 26,012 | +712.4% | 0.54% | +764.5% |
| Q3 2022 | $104,000 | +60.0% | 3,202 | +88.0% | 0.06% | +63.2% |
| Q2 2022 | $65,000 | +712.5% | 1,703 | +890.1% | 0.04% | +660.0% |
| Q1 2022 | $8,000 | +300.0% | 172 | +282.2% | 0.01% | +400.0% |
| Q4 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -90.9% | 45 | -90.7% | 0.00% | -92.9% |
| Q2 2021 | $22,000 | -38.9% | 483 | -40.7% | 0.01% | -48.1% |
| Q1 2021 | $36,000 | -50.0% | 814 | -56.3% | 0.03% | -49.1% |
| Q4 2020 | $72,000 | +125.0% | 1,864 | +106.7% | 0.05% | +112.0% |
| Q3 2020 | $32,000 | +3.2% | 902 | +6.9% | 0.02% | +19.0% |
| Q2 2020 | $31,000 | +19.2% | 844 | +3.7% | 0.02% | -4.5% |
| Q1 2020 | $26,000 | – | 814 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |