WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,375 | -0.3% | 25,010 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $940,103 | +1.1% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $930,031 | +6.2% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $875,497 | +9.6% | 24,565 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $799,000 | -16.2% | 24,565 | -4.7% | 0.00% | -20.0% |
| Q2 2022 | $954,000 | -15.4% | 25,765 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,127,000 | +1.0% | 25,765 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $1,116,000 | +4.1% | 25,765 | +4.9% | 0.00% | -20.0% |
| Q3 2021 | $1,072,000 | -4.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,122,000 | -48.5% | 24,565 | -50.0% | 0.01% | 0.0% |
| Q1 2021 | $2,180,000 | +115.6% | 49,130 | +100.0% | 0.01% | 0.0% |
| Q4 2020 | $1,011,000 | +16.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $866,000 | -2.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $888,000 | +12.1% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $792,000 | -29.5% | 24,565 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $1,124,000 | +10.7% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,015,000 | -7.5% | 24,565 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,097,000 | – | 24,565 | – | 0.01% | – |
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% |