WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,958 | -2.1% | 2,080 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $79,602 | +1.1% | 2,080 | 0.0% | 0.06% | -12.7% |
| Q1 2023 | $78,749 | +6.2% | 2,080 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $74,131 | +9.0% | 2,080 | 0.0% | 0.07% | +7.5% |
| Q3 2022 | $68,000 | -11.7% | 2,080 | 0.0% | 0.07% | -6.9% |
| Q2 2022 | $77,000 | -15.4% | 2,080 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $91,000 | -3.2% | 2,080 | -4.1% | 0.07% | +2.9% |
| Q4 2021 | $94,000 | – | 2,170 | – | 0.07% | – |
Download | ||||||
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% |