WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,583 | -2.1% | 229 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $8,764 | +1.1% | 229 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $8,670 | +6.2% | 229 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,162 | +16.6% | 229 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 229 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 229 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $10,000 | 0.0% | 229 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 229 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 229 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 229 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | – | 229 | – | 0.01% | – |
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% |