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 | $293,809 | -1.2% | 7,839 | +0.9% | 0.12% | -3.2% |
| Q2 2023 | $297,279 | +2.2% | 7,768 | +1.1% | 0.13% | -6.7% |
| Q1 2023 | $290,807 | +1.3% | 7,681 | -4.6% | 0.14% | -12.3% |
| Q4 2022 | $286,998 | -1.7% | 8,053 | -10.1% | 0.15% | +3.4% |
| Q3 2022 | $292,000 | -9.9% | 8,961 | +2.6% | 0.15% | -6.3% |
| Q2 2022 | $324,000 | +84939.4% | 8,738 | +0.4% | 0.16% | +48.6% |
| Q1 2022 | $381 | – | 8,701 | – | 0.11% | – |
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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% |