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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |