WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,530,919 | +8.1% | 120,888 | +10.3% | 0.05% | +11.4% |
| Q2 2023 | $4,193,044 | +7.6% | 109,564 | +6.4% | 0.04% | 0.0% |
| Q1 2023 | $3,897,787 | +271.2% | 102,952 | +249.4% | 0.04% | +266.7% |
| Q4 2022 | $1,050,180 | -25.8% | 29,466 | -32.3% | 0.01% | -36.8% |
| Q3 2022 | $1,416,000 | -1.7% | 43,514 | +11.9% | 0.02% | +5.6% |
| Q2 2022 | $1,440,000 | -5.6% | 38,876 | +11.5% | 0.02% | +5.9% |
| Q1 2022 | $1,525,000 | +21.4% | 34,851 | +20.2% | 0.02% | +30.8% |
| Q4 2021 | $1,256,000 | -0.2% | 28,986 | +0.5% | 0.01% | -13.3% |
| Q3 2021 | $1,259,000 | -0.8% | 28,845 | +3.8% | 0.02% | 0.0% |
| Q2 2021 | $1,269,000 | +13.8% | 27,791 | +10.6% | 0.02% | +7.1% |
| Q1 2021 | $1,115,000 | +18.0% | 25,129 | +9.3% | 0.01% | 0.0% |
| Q4 2020 | $945,000 | +17.5% | 22,981 | +0.7% | 0.01% | 0.0% |
| Q3 2020 | $804,000 | +64.8% | 22,812 | +68.9% | 0.01% | +55.6% |
| Q2 2020 | $488,000 | +33.3% | 13,508 | +19.0% | 0.01% | +28.6% |
| Q1 2020 | $366,000 | -49.5% | 11,348 | -28.3% | 0.01% | -41.7% |
| Q4 2019 | $725,000 | +29.7% | 15,835 | +17.0% | 0.01% | +20.0% |
| Q3 2019 | $559,000 | +136.9% | 13,533 | +156.5% | 0.01% | +150.0% |
| Q2 2019 | $236,000 | +7.8% | 5,276 | +5.5% | 0.00% | 0.0% |
| Q1 2019 | $219,000 | +5.8% | 5,000 | -2.9% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -6.8% | 5,150 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $222,000 | +3.7% | 5,075 | +1.5% | 0.00% | 0.0% |
| Q2 2018 | $214,000 | +692.6% | 5,000 | +651.9% | 0.00% | +300.0% |
| Q2 2017 | $27,000 | +58.8% | 665 | +23.1% | 0.00% | 0.0% |
| Q4 2015 | $17,000 | +6.2% | 540 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $16,000 | -96.4% | 500 | -95.1% | 0.00% | -93.3% |
| Q2 2015 | $447,000 | -6.5% | 10,309 | -8.4% | 0.02% | -6.2% |
| Q1 2015 | $478,000 | +19.2% | 11,257 | +18.3% | 0.02% | +23.1% |
| Q4 2014 | $401,000 | -41.2% | 9,518 | -33.4% | 0.01% | -43.5% |
| Q3 2014 | $682,000 | -12.0% | 14,284 | -4.5% | 0.02% | -11.5% |
| Q2 2014 | $775,000 | +78.6% | 14,953 | +69.0% | 0.03% | +62.5% |
| Q1 2014 | $434,000 | -71.5% | 8,846 | -70.4% | 0.02% | -71.9% |
| Q4 2013 | $1,524,000 | +9.6% | 29,880 | +11.1% | 0.06% | -9.5% |
| Q3 2013 | $1,390,000 | +1.5% | 26,903 | -5.1% | 0.06% | -4.5% |
| Q2 2013 | $1,370,000 | – | 28,353 | – | 0.07% | – |
Download | ||||||
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% |