WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,950 | -2.1% | 639 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $24,455 | -21.7% | 639 | -22.5% | 0.00% | 0.0% |
Q1 2023 | $31,235 | +107606.9% | 825 | 0.0% | 0.00% | -50.0% |
Q4 2022 | $29 | -99.9% | 825 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $27,000 | -12.9% | 825 | -2.1% | 0.00% | +100.0% |
Q2 2022 | $31,000 | -38.0% | 843 | -26.5% | 0.00% | 0.0% |
Q1 2022 | $50,000 | 0.0% | 1,147 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $50,000 | 0.0% | 1,144 | +0.4% | 0.00% | 0.0% |
Q3 2021 | $50,000 | -3.8% | 1,139 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $52,000 | -78.5% | 1,132 | -79.4% | 0.00% | -83.3% |
Q1 2021 | $242,000 | – | 5,491 | – | 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% |