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 | $4,980,470 | -40.2% | 132,883 | -39.0% | 0.06% | -32.6% |
| Q2 2023 | $8,330,215 | +77.9% | 217,696 | +76.0% | 0.09% | +53.4% |
| Q1 2023 | $4,683,478 | +404.7% | 123,705 | +375.1% | 0.06% | +75.8% |
| Q4 2022 | $928,058 | +99.6% | 26,040 | +82.3% | 0.03% | +83.3% |
| Q3 2022 | $465,000 | -1.7% | 14,288 | +11.9% | 0.02% | -5.3% |
| Q2 2022 | $473,000 | -16.3% | 12,771 | -1.1% | 0.02% | -5.0% |
| Q1 2022 | $565,000 | -28.3% | 12,914 | -29.0% | 0.02% | -23.1% |
| Q4 2021 | $788,000 | -2.5% | 18,188 | -1.8% | 0.03% | -13.3% |
| Q3 2021 | $808,000 | -15.7% | 18,516 | -11.8% | 0.03% | -21.1% |
| Q2 2021 | $959,000 | -17.1% | 20,994 | -19.5% | 0.04% | -24.0% |
| Q1 2021 | $1,157,000 | -21.9% | 26,085 | -27.5% | 0.05% | -27.5% |
| Q4 2020 | $1,481,000 | +47.5% | 36,004 | +26.4% | 0.07% | +32.7% |
| Q3 2020 | $1,004,000 | +6.7% | 28,477 | +9.4% | 0.05% | +2.0% |
| Q2 2020 | $941,000 | +48.0% | 26,040 | +32.1% | 0.05% | +15.9% |
| Q1 2020 | $636,000 | -24.8% | 19,712 | +6.7% | 0.04% | -33.3% |
| Q4 2019 | $846,000 | – | 18,479 | – | 0.07% | – |
Download | ||||||
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% |