WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $191,105 | -1.9% | 5,099 | +0.2% | 0.06% | -1.5% |
| Q2 2023 | $194,845 | +1.2% | 5,091 | +0.1% | 0.06% | -7.1% |
| Q1 2023 | $192,578 | +446.7% | 5,087 | +369.7% | 0.07% | +311.8% |
| Q4 2022 | $35,228 | +0.7% | 1,083 | 0.0% | 0.02% | +6.2% |
| Q3 2022 | $35,000 | -10.3% | 1,083 | +1.0% | 0.02% | -23.8% |
| Q2 2022 | $39,000 | -17.0% | 1,072 | +0.7% | 0.02% | -8.7% |
| Q1 2022 | $47,000 | +2.2% | 1,065 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $46,000 | 0.0% | 1,061 | +0.5% | 0.02% | -11.5% |
| Q3 2021 | $46,000 | +7.0% | 1,056 | +10.5% | 0.03% | +8.3% |
| Q2 2021 | $43,000 | +2.4% | 956 | +0.3% | 0.02% | -14.3% |
| Q1 2021 | $42,000 | +7.7% | 953 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $39,000 | +30.0% | 953 | +1.2% | 0.03% | -6.5% |
| Q1 2020 | $30,000 | – | 942 | – | 0.03% | – |
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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% |