WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $84,000 | -40.8% | 2,577 | -33.0% | 0.04% | -37.1% |
| Q2 2022 | $142,000 | -41.3% | 3,844 | -30.5% | 0.07% | -30.0% |
| Q1 2022 | $242,000 | -0.8% | 5,533 | -1.6% | 0.10% | +1.0% |
| Q4 2021 | $244,000 | -11.6% | 5,622 | -11.1% | 0.10% | -22.0% |
| Q3 2021 | $276,000 | -7.1% | 6,322 | -3.1% | 0.13% | -19.1% |
| Q2 2021 | $297,000 | +2.1% | 6,522 | -0.8% | 0.16% | -8.2% |
| Q1 2021 | $291,000 | +11.9% | 6,572 | +3.8% | 0.17% | -4.5% |
| Q4 2020 | $260,000 | +15.0% | 6,334 | -1.2% | 0.18% | +4.1% |
| Q3 2020 | $226,000 | -2.2% | 6,414 | 0.0% | 0.17% | -7.5% |
| Q2 2020 | $231,000 | +11.6% | 6,414 | -0.3% | 0.19% | -2.1% |
| Q1 2020 | $207,000 | -32.4% | 6,434 | -4.0% | 0.19% | -3.6% |
| Q4 2019 | $306,000 | – | 6,704 | – | 0.20% | – |
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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% |