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 | $393,104 | -0.5% | 10,489 | +1.6% | 0.04% | +2.5% |
| Q2 2023 | $395,003 | -8.1% | 10,322 | -41.3% | 0.04% | +66.7% |
| Q1 2023 | $429,615 | +190.8% | 17,599 | +324.5% | 0.02% | +242.9% |
| Q4 2022 | $147,756 | -52.9% | 4,146 | -57.1% | 0.01% | -63.2% |
| Q3 2022 | $314,000 | +5.0% | 9,655 | +18.6% | 0.02% | -29.6% |
| Q2 2022 | $299,000 | -32.4% | 8,143 | -19.3% | 0.03% | +8.0% |
| Q1 2022 | $442,000 | +75.4% | 10,092 | +73.5% | 0.02% | +19.0% |
| Q4 2021 | $252,000 | +54.6% | 5,818 | +58.4% | 0.02% | +61.5% |
| Q1 2021 | $163,000 | +608.7% | 3,672 | +561.6% | 0.01% | +550.0% |
| Q4 2020 | $23,000 | – | 555 | – | 0.00% | – |
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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% |