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 2022 | $20,000 | -9.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -15.4% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | -50.0% | 600 | -54.5% | 0.00% | -50.0% |
| Q4 2020 | $54,000 | +14.9% | 1,320 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $47,000 | -2.1% | 1,320 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $48,000 | +152.6% | 1,320 | +120.0% | 0.00% | +200.0% |
| Q1 2020 | $19,000 | -29.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | -7.4% | 600 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $27,000 | +3.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | +8.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $24,000 | -7.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | -10.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $29,000 | +7.4% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $26,000 | – | 600 | – | 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% |