WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,412 | -31.3% | 1,265 | -29.8% | 0.00% | -20.0% |
| Q2 2023 | $69,000 | +44.1% | 1,803 | +42.5% | 0.01% | +25.0% |
| Q1 2023 | $47,892 | -3.7% | 1,265 | -9.4% | 0.00% | 0.0% |
| Q4 2022 | $49,753 | +10.6% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -13.5% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $52,000 | -14.8% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $61,000 | 0.0% | 1,396 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $61,000 | -39.0% | 1,396 | -38.9% | 0.00% | -50.0% |
| Q3 2021 | $100,000 | -3.8% | 2,284 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $104,000 | +3.0% | 2,284 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $101,000 | +7.4% | 2,284 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $94,000 | +13.3% | 2,284 | -3.1% | 0.01% | 0.0% |
| Q3 2020 | $83,000 | -1.2% | 2,358 | +1.0% | 0.01% | -12.5% |
| Q2 2020 | $84,000 | -32.3% | 2,335 | -39.3% | 0.01% | -42.9% |
| Q1 2020 | $124,000 | -25.3% | 3,846 | +6.1% | 0.01% | -12.5% |
| Q4 2019 | $166,000 | +361.1% | 3,624 | +317.5% | 0.02% | +77.8% |
| Q3 2019 | $36,000 | -59.1% | 868 | -55.8% | 0.01% | 0.0% |
| Q2 2019 | $88,000 | +17.3% | 1,963 | +13.7% | 0.01% | +12.5% |
| Q1 2019 | $75,000 | +27.1% | 1,726 | +16.3% | 0.01% | +14.3% |
| Q4 2018 | $59,000 | -68.1% | 1,484 | -64.9% | 0.01% | -86.5% |
| Q3 2018 | $185,000 | – | 4,226 | – | 0.05% | – |
Download | ||||||
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% |