WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129 | -12.2% | 3,446 | -10.7% | 0.00% | – |
| Q2 2023 | $147 | +172.2% | 3,858 | +167.7% | 0.00% | – |
| Q1 2023 | $54 | -46.0% | 1,441 | -48.8% | 0.00% | – |
| Q4 2022 | $100 | -99.9% | 2,816 | -33.9% | 0.00% | – |
| Q3 2022 | $138,000 | -68.7% | 4,261 | -64.3% | 0.00% | -100.0% |
| Q2 2022 | $441,000 | -29.1% | 11,941 | -16.1% | 0.00% | 0.0% |
| Q1 2022 | $622,000 | -73.4% | 14,236 | -73.7% | 0.00% | -50.0% |
| Q4 2021 | $2,340,000 | +46700.0% | 54,044 | +42792.1% | 0.00% | – |
| Q3 2021 | $5,000 | -82.8% | 126 | -80.6% | 0.00% | – |
| Q2 2021 | $29,000 | +38.1% | 651 | +25.4% | 0.00% | – |
| Q4 2020 | $21,000 | -98.9% | 519 | -99.1% | 0.00% | -100.0% |
| Q1 2020 | $1,949,000 | +708.7% | 60,473 | +1045.1% | 0.00% | – |
| Q4 2019 | $241,000 | +4720.0% | 5,281 | +3993.8% | 0.00% | – |
| Q2 2019 | $5,000 | -99.6% | 129 | -99.6% | 0.00% | -100.0% |
| Q4 2018 | $1,370,000 | +11316.7% | 34,164 | +13040.0% | 0.00% | – |
| Q1 2018 | $12,000 | – | 260 | +1200.0% | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 20 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $388,000 | +479.1% | 10,413 | +643.8% | 0.00% | – |
| Q2 2013 | $67,000 | – | 1,400 | – | 0.00% | – |
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% |