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 | $236,687 | -33.6% | 6,337 | -30.7% | 0.03% | -33.3% |
| Q2 2023 | $356,330 | -20.0% | 9,139 | -22.3% | 0.04% | -17.0% |
| Q1 2023 | $445,423 | +1.3% | 11,765 | -4.6% | 0.05% | -9.6% |
| Q4 2022 | $439,619 | +12.4% | 12,335 | +1.4% | 0.05% | +8.3% |
| Q3 2022 | $391,000 | -15.0% | 12,160 | -2.8% | 0.05% | -12.7% |
| Q2 2022 | $460,000 | -25.3% | 12,514 | -11.1% | 0.06% | -23.6% |
| Q1 2022 | $616,000 | -4.5% | 14,084 | -1.7% | 0.07% | -12.2% |
| Q4 2021 | $645,000 | – | 14,333 | – | 0.08% | – |
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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% |