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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $716,000 | -19.9% | 22,630 | -15.3% | 0.36% | -25.4% |
| Q3 2015 | $894,000 | -39.1% | 26,727 | -21.0% | 0.48% | -26.8% |
| Q2 2015 | $1,469,000 | +279.6% | 33,837 | +271.3% | 0.65% | +292.8% |
| Q1 2015 | $387,000 | -42.5% | 9,114 | -42.9% | 0.17% | -42.6% |
| Q4 2014 | $673,000 | -14.3% | 15,959 | -2.9% | 0.29% | -17.9% |
| Q3 2014 | $785,000 | +0.8% | 16,432 | +9.3% | 0.35% | +6.0% |
| Q2 2014 | $779,000 | +2.0% | 15,030 | -3.4% | 0.33% | -2.6% |
| Q1 2014 | $764,000 | -85.0% | 15,565 | -84.4% | 0.34% | -85.0% |
| Q4 2013 | $5,088,000 | +0.9% | 99,737 | +2.2% | 2.28% | -4.0% |
| Q3 2013 | $5,043,000 | – | 97,592 | – | 2.37% | – |
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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% |