WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265 | -96.2% | 7 | -95.7% | 0.00% | – |
| Q3 2017 | $7,000 | -97.0% | 163 | -97.4% | 0.00% | -100.0% |
| Q4 2016 | $236,000 | +2.6% | 6,331 | +3.5% | 0.01% | 0.0% |
| Q3 2016 | $230,000 | +6.0% | 6,116 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $217,000 | +1.9% | 6,116 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $213,000 | -46.9% | 6,116 | -49.0% | 0.01% | -46.7% |
| Q3 2015 | $401,000 | -22.9% | 11,981 | 0.0% | 0.02% | -16.7% |
| Q2 2015 | $520,000 | +0.2% | 11,981 | -1.9% | 0.02% | +5.9% |
| Q1 2015 | $519,000 | +5.1% | 12,218 | +4.3% | 0.02% | 0.0% |
| Q4 2014 | $494,000 | -19.7% | 11,718 | -9.0% | 0.02% | -19.0% |
| Q3 2014 | $615,000 | -8.8% | 12,875 | -1.0% | 0.02% | -4.5% |
| Q2 2014 | $674,000 | -78.4% | 13,008 | -79.6% | 0.02% | -78.8% |
| Q1 2014 | $3,123,000 | -5.5% | 63,628 | -1.7% | 0.10% | -6.3% |
| Q4 2013 | $3,304,000 | +11.9% | 64,743 | +13.4% | 0.11% | +3.7% |
| Q3 2013 | $2,953,000 | -1.9% | 57,113 | -8.3% | 0.11% | -6.1% |
| Q2 2013 | $3,010,000 | – | 62,268 | – | 0.11% | – |
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% |