WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,116 | -2.1% | 430 | 0.0% | 0.01% | -8.3% |
Q2 2023 | $16,456 | +1.1% | 430 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $16,280 | +6.2% | 430 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $15,325 | +9.5% | 430 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $14,000 | -12.5% | 430 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $16,000 | -15.8% | 430 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $19,000 | 0.0% | 430 | 0.0% | 0.01% | +8.3% |
Q4 2021 | $19,000 | 0.0% | 430 | 0.0% | 0.01% | -7.7% |
Q3 2021 | $19,000 | -5.0% | 430 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $20,000 | +5.3% | 430 | 0.0% | 0.01% | +7.7% |
Q1 2021 | $19,000 | +5.6% | 430 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $18,000 | – | 430 | – | 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% |