WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.93 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,278 | +8.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,099 | -2.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,143 | +1.1% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,120 | +6.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,996 | -0.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -85.7% | 56 | -82.0% | 0.00% | -83.3% |
| Q1 2022 | $14,000 | +600.0% | 311 | +455.4% | 0.01% | +500.0% |
| Q4 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | -77.8% | 56 | -72.8% | 0.00% | -66.7% |
| Q2 2019 | $9,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 206 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $9,000 | 0.0% | 206 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $9,000 | -25.0% | 206 | -19.5% | 0.00% | -25.0% |
| Q1 2018 | $12,000 | -86.0% | 256 | -87.3% | 0.00% | -85.2% |
| Q1 2015 | $86,000 | -35.8% | 2,012 | -36.6% | 0.03% | -37.2% |
| Q4 2014 | $134,000 | -43.2% | 3,172 | -35.8% | 0.04% | -44.9% |
| Q3 2014 | $236,000 | -52.9% | 4,942 | -48.8% | 0.08% | -51.9% |
| Q2 2014 | $501,000 | +3.5% | 9,660 | -2.0% | 0.16% | -11.0% |
| Q1 2014 | $484,000 | -34.5% | 9,860 | -31.9% | 0.18% | -34.5% |
| Q4 2013 | $739,000 | -1.3% | 14,480 | -0.0% | 0.28% | -9.4% |
| Q3 2013 | $749,000 | – | 14,485 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
| MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
| VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
| Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
| ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
| Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
| AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
| McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
| JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |