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 | $114,801 | -0.6% | 3,063 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $115,461 | -16.6% | 3,017 | -17.5% | 0.01% | -25.0% |
| Q1 2023 | $138,378 | -4.0% | 3,655 | -9.7% | 0.01% | -11.1% |
| Q4 2022 | $144,199 | +17.2% | 4,046 | +22.0% | 0.01% | +12.5% |
| Q3 2022 | $123,000 | 0.0% | 3,316 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $123,000 | -3.1% | 3,316 | +13.2% | 0.01% | 0.0% |
| Q4 2021 | $127,000 | -52.4% | 2,930 | -52.2% | 0.01% | -11.1% |
| Q3 2021 | $267,000 | +7.7% | 6,129 | +12.7% | 0.01% | +12.5% |
| Q2 2021 | $248,000 | +0.8% | 5,438 | -2.0% | 0.01% | -11.1% |
| Q1 2021 | $246,000 | – | 5,550 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |