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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | +2.8% | 5,085 | +1.3% | 0.01% | +11.1% |
| Q4 2021 | $217,000 | -7.7% | 5,020 | -7.0% | 0.01% | -18.2% |
| Q3 2021 | $235,000 | -4.5% | 5,395 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $246,000 | -11.5% | 5,395 | -14.0% | 0.01% | -20.0% |
| Q1 2021 | $278,000 | -41.1% | 6,270 | -39.2% | 0.02% | -64.3% |
| Q4 2019 | $472,000 | +7.5% | 10,305 | +4.7% | 0.04% | -4.5% |
| Q2 2019 | $439,000 | -3.3% | 9,841 | -5.0% | 0.04% | -10.2% |
| Q1 2019 | $454,000 | +8.4% | 10,358 | -0.8% | 0.05% | -9.3% |
| Q4 2018 | $419,000 | -12.5% | 10,443 | -4.9% | 0.05% | 0.0% |
| Q3 2018 | $479,000 | +16.8% | 10,978 | +14.7% | 0.05% | +5.9% |
| Q2 2018 | $410,000 | -15.3% | 9,573 | -5.4% | 0.05% | -19.0% |
| Q1 2018 | $484,000 | +7.6% | 10,123 | +2.1% | 0.06% | +14.5% |
| Q4 2017 | $450,000 | +95.7% | 9,918 | +85.4% | 0.06% | +83.3% |
| Q3 2017 | $230,000 | +13.9% | 5,349 | -0.7% | 0.03% | 0.0% |
| Q3 2016 | $202,000 | – | 5,387 | – | 0.03% | – |
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% |