WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211 | -19.5% | 5,517 | -25.1% | 0.02% | -38.2% |
| Q4 2022 | $262 | -99.9% | 7,365 | -50.6% | 0.03% | -44.3% |
| Q3 2022 | $485,000 | -25.4% | 14,915 | -15.0% | 0.06% | -21.8% |
| Q2 2022 | $650,000 | +1.4% | 17,556 | +19.9% | 0.08% | +25.8% |
| Q1 2022 | $641,000 | +0.5% | 14,642 | -0.5% | 0.06% | +1.6% |
| Q4 2021 | $638,000 | -5.3% | 14,716 | -0.3% | 0.06% | -11.6% |
| Q2 2021 | $674,000 | +3.9% | 14,756 | +0.9% | 0.07% | +3.0% |
| Q1 2021 | $649,000 | +130.1% | 14,620 | +82.9% | 0.07% | +71.8% |
| Q3 2020 | $282,000 | -6.6% | 7,995 | -4.5% | 0.04% | -7.1% |
| Q2 2020 | $302,000 | +23.8% | 8,369 | +57.0% | 0.04% | +23.5% |
| Q4 2019 | $244,000 | +12.4% | 5,329 | +1.4% | 0.03% | +6.2% |
| Q3 2019 | $217,000 | +4.3% | 5,253 | +12.8% | 0.03% | 0.0% |
| Q2 2019 | $208,000 | +4.0% | 4,657 | +2.0% | 0.03% | 0.0% |
| Q1 2019 | $200,000 | -1.0% | 4,565 | -9.4% | 0.03% | -15.8% |
| Q4 2018 | $202,000 | -16.9% | 5,036 | -9.5% | 0.04% | -5.0% |
| Q3 2018 | $243,000 | +10.5% | 5,564 | +8.7% | 0.04% | +5.3% |
| Q2 2018 | $220,000 | – | 5,121 | – | 0.04% | – |
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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% |