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 2023 | $2,861,943 | -0.2% | 76,359 | +1.9% | 0.98% | -0.6% |
| Q2 2023 | $2,868,640 | +2.6% | 74,958 | +1.5% | 0.98% | +2.2% |
| Q1 2023 | $2,795,461 | +10.6% | 73,837 | +4.2% | 0.96% | -0.5% |
| Q4 2022 | $2,526,519 | +12.8% | 70,890 | +4.4% | 0.97% | -6.3% |
| Q3 2022 | $2,239,000 | +813.9% | 67,905 | +2.6% | 1.03% | +1416.2% |
| Q2 2022 | $245,000 | -91.5% | 66,207 | +1.3% | 0.07% | -95.0% |
| Q1 2022 | $2,868,000 | +3.7% | 65,336 | +2.4% | 1.37% | +20.4% |
| Q4 2021 | $2,765,000 | – | 63,821 | – | 1.14% | – |
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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% |