WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,574 | +11.5% | 228,764 | +13.9% | 0.29% | +13.7% |
| Q2 2023 | $7,689 | +15.7% | 200,923 | +14.5% | 0.26% | +9.4% |
| Q1 2023 | $6,645 | +20.6% | 175,494 | +13.5% | 0.23% | +17.7% |
| Q4 2022 | $5,509 | -99.8% | 154,554 | +53.6% | 0.20% | +28.6% |
| Q3 2022 | $3,273,000 | +23.7% | 100,594 | +40.8% | 0.15% | +14.9% |
| Q2 2022 | $2,646,000 | +82.1% | 71,463 | +115.2% | 0.13% | +100.0% |
| Q1 2022 | $1,453,000 | -24.8% | 33,211 | -17.9% | 0.07% | -90.3% |
| Q3 2014 | $1,933,000 | -25.5% | 40,451 | -19.2% | 0.69% | -24.3% |
| Q2 2014 | $2,596,000 | -88.0% | 50,087 | -88.7% | 0.91% | -89.3% |
| Q1 2014 | $21,698,000 | +1.7% | 442,183 | +5.8% | 8.50% | -19.4% |
| Q4 2013 | $21,328,000 | -11.6% | 417,957 | -10.5% | 10.55% | -24.1% |
| Q3 2013 | $24,133,000 | +20.9% | 466,881 | +13.0% | 13.90% | -3.2% |
| Q2 2013 | $19,964,000 | – | 413,080 | – | 14.36% | – |
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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% |