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 2019 | $21,000 | +10.5% | 459 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | -5.0% | 459 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | -96.4% | 459 | -96.4% | 0.00% | -98.0% |
| Q2 2015 | $559,000 | -2.3% | 12,865 | -4.5% | 0.15% | -1.3% |
| Q1 2015 | $572,000 | -21.2% | 13,465 | -21.8% | 0.16% | -22.9% |
| Q4 2014 | $726,000 | -75.4% | 17,228 | -72.2% | 0.20% | -75.4% |
| Q3 2014 | $2,957,000 | -8.2% | 61,895 | -0.4% | 0.82% | -6.4% |
| Q2 2014 | $3,222,000 | +15.0% | 62,160 | +8.9% | 0.87% | +6.2% |
| Q1 2014 | $2,801,000 | -8.9% | 57,085 | -5.2% | 0.82% | -9.0% |
| Q4 2013 | $3,073,000 | – | 60,222 | – | 0.90% | – |
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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% |