MENLO ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
MENLO ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$3,534,000
-7.0%
81,585
-6.3%
1.76%
-12.5%
Q3 2021$3,800,000
-40.5%
87,100
-37.7%
2.01%
-41.7%
Q2 2021$6,389,000
-1.9%
139,865
-4.7%
3.44%
-11.1%
Q1 2021$6,512,000
+8.2%
146,800
+0.3%
3.87%
-2.8%
Q4 2020$6,018,000
+33.3%
146,295
+14.2%
3.98%
+12.6%
Q3 2020$4,513,000
-5.2%
128,085
-2.9%
3.54%
-4.9%
Q2 2020$4,763,000
+14.7%
131,855
+2.4%
3.72%
-5.0%
Q1 2020$4,152,000
-32.4%
128,765
-4.1%
3.92%
-2.5%
Q4 2019$6,145,000
+10.8%
134,275
-0.0%
4.02%
+3.5%
Q3 2019$5,548,000
-5.7%
134,315
+1.9%
3.88%
-4.3%
Q2 2019$5,885,000
+1.9%
131,7800.0%4.06%
-1.4%
Q1 2019$5,777,000
+10.9%
131,780
+1.6%
4.11%
+1.6%
Q4 2018$5,209,000
-9.1%
129,750
-1.1%
4.05%
+4.6%
Q3 2018$5,731,000
+78.6%
131,255
+75.3%
3.87%
+63.8%
Q2 2018$3,209,000
-10.2%
74,870
+0.1%
2.36%
-8.7%
Q1 2018$3,575,000
+5.7%
74,770
+0.3%
2.59%
+5.8%
Q4 2017$3,381,000
+5.3%
74,565
-0.1%
2.45%
+0.2%
Q3 2017$3,210,000
+3.2%
74,655
-1.7%
2.44%
+6.6%
Q2 2017$3,111,000
+1.3%
75,910
+1.0%
2.29%
-1.0%
Q1 2017$3,070,000
+720.9%
75,155
+535.3%
2.31%
+602.1%
Q4 2015$374,00011,8300.33%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders