WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,173,000 | -4.5% | 26,886 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $1,228,000 | +2.9% | 26,886 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $1,193,000 | +7.9% | 26,886 | 0.0% | 0.13% | -2.2% |
| Q4 2020 | $1,106,000 | +16.8% | 26,886 | 0.0% | 0.14% | -5.6% |
| Q3 2020 | $947,000 | -20.3% | 26,886 | -18.2% | 0.14% | -37.6% |
| Q2 2020 | $1,188,000 | +12.0% | 32,886 | 0.0% | 0.23% | -3.0% |
| Q1 2020 | $1,061,000 | +285.8% | 32,886 | +448.1% | 0.24% | +353.8% |
| Q4 2019 | $275,000 | +10.9% | 6,000 | 0.0% | 0.05% | +13.0% |
| Q3 2019 | $248,000 | -73.6% | 6,000 | -71.4% | 0.05% | -76.3% |
| Q2 2019 | $938,000 | +1.8% | 21,000 | 0.0% | 0.19% | -3.5% |
| Q1 2019 | $921,000 | +9.3% | 21,000 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $843,000 | – | 21,000 | – | 0.20% | – |
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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% |