WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,195 | -1.7% | 12,652 | +0.4% | 0.34% | +1.8% |
| Q2 2023 | $482,327 | +1.3% | 12,603 | +0.2% | 0.34% | -5.4% |
| Q1 2023 | $476,003 | +5.4% | 12,573 | -0.8% | 0.36% | -3.8% |
| Q4 2022 | $451,788 | +7.6% | 12,676 | -1.7% | 0.37% | -4.7% |
| Q3 2022 | $420,000 | -15.0% | 12,901 | -3.2% | 0.39% | -21.3% |
| Q2 2022 | $494,000 | -14.8% | 13,330 | +0.6% | 0.49% | +5.4% |
| Q1 2022 | $580,000 | +14.2% | 13,252 | +13.0% | 0.47% | +21.9% |
| Q4 2021 | $508,000 | -0.4% | 11,732 | +0.4% | 0.38% | -5.9% |
| Q3 2021 | $510,000 | -4.0% | 11,690 | +0.5% | 0.41% | -1.7% |
| Q2 2021 | $531,000 | +3.3% | 11,633 | +0.3% | 0.41% | -3.0% |
| Q1 2021 | $514,000 | +8.9% | 11,598 | +1.1% | 0.43% | -2.3% |
| Q4 2020 | $472,000 | +36.8% | 11,468 | +17.2% | 0.44% | +18.4% |
| Q3 2020 | $345,000 | +6.8% | 9,787 | +9.6% | 0.37% | -0.5% |
| Q2 2020 | $323,000 | – | 8,931 | – | 0.37% | – |
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% |