WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,467 | -11.7% | 13,566 | -13.5% | 0.49% | -6.5% |
| Q2 2023 | $600,451 | +31.3% | 15,690 | +12.6% | 0.52% | +7.6% |
| Q1 2023 | $457,468 | -21.9% | 13,931 | -15.2% | 0.49% | -8.8% |
| Q4 2022 | $585,387 | +20.2% | 16,425 | +9.7% | 0.54% | +17.6% |
| Q3 2022 | $487,000 | -14.0% | 14,975 | -2.0% | 0.46% | -8.3% |
| Q2 2022 | $566,000 | +19.7% | 15,275 | +41.4% | 0.50% | +44.6% |
| Q1 2022 | $473,000 | +3.3% | 10,800 | +2.1% | 0.34% | +11.4% |
| Q4 2021 | $458,000 | +6.5% | 10,575 | +7.4% | 0.31% | +1.0% |
| Q3 2021 | $430,000 | -28.3% | 9,845 | -25.1% | 0.30% | -27.9% |
| Q2 2021 | $600,000 | +8.9% | 13,144 | +5.8% | 0.42% | +0.5% |
| Q1 2021 | $551,000 | +7.8% | 12,419 | 0.0% | 0.42% | +2.4% |
| Q4 2020 | $511,000 | +18.6% | 12,419 | +1.5% | 0.41% | +6.2% |
| Q3 2020 | $431,000 | -3.6% | 12,234 | -1.2% | 0.39% | -8.3% |
| Q2 2020 | $447,000 | -39.8% | 12,384 | -46.2% | 0.42% | -47.6% |
| Q1 2020 | $743,000 | -54.1% | 23,025 | -34.9% | 0.81% | -48.4% |
| Q4 2019 | $1,618,000 | – | 35,349 | – | 1.56% | – |
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% |