WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,204,277 | -4.3% | 565,749 | -2.3% | 0.08% | -2.3% |
| Q2 2023 | $22,163,296 | -1.0% | 579,130 | -2.1% | 0.09% | -6.5% |
| Q1 2023 | $22,393,673 | +1.2% | 591,486 | -4.7% | 0.09% | -3.1% |
| Q4 2022 | $22,123,494 | +33.0% | 620,749 | +21.4% | 0.10% | +23.1% |
| Q3 2022 | $16,636,000 | -15.3% | 511,395 | -3.6% | 0.08% | -11.4% |
| Q2 2022 | $19,641,000 | -23.2% | 530,398 | -9.3% | 0.09% | -17.8% |
| Q1 2022 | $25,588,000 | +55.4% | 584,741 | +53.8% | 0.11% | +57.4% |
| Q4 2021 | $16,470,000 | +0.2% | 380,186 | +0.9% | 0.07% | -8.1% |
| Q3 2021 | $16,433,000 | -4.4% | 376,640 | +0.0% | 0.07% | -7.5% |
| Q2 2021 | $17,197,000 | +1.0% | 376,473 | -1.9% | 0.08% | -9.1% |
| Q1 2021 | $17,030,000 | -7.0% | 383,910 | -13.8% | 0.09% | -13.7% |
| Q4 2020 | $18,317,000 | +10.6% | 445,234 | -5.3% | 0.10% | -4.7% |
| Q3 2020 | $16,562,000 | +4.3% | 469,967 | +6.9% | 0.11% | -6.1% |
| Q2 2020 | $15,883,000 | +7.7% | 439,611 | -3.9% | 0.11% | -8.8% |
| Q1 2020 | $14,746,000 | -4.2% | 457,241 | +36.0% | 0.12% | +6.8% |
| Q4 2019 | $15,391,000 | +13.4% | 336,279 | +2.3% | 0.12% | +2.6% |
| Q3 2019 | $13,577,000 | -9.0% | 328,662 | -1.6% | 0.11% | -6.6% |
| Q2 2019 | $14,924,000 | -0.4% | 334,167 | -2.2% | 0.12% | -9.6% |
| Q1 2019 | $14,980,000 | +8.2% | 341,692 | -0.9% | 0.14% | +0.7% |
| Q4 2018 | $13,840,000 | -10.5% | 344,717 | -2.6% | 0.13% | -5.0% |
| Q3 2018 | $15,463,000 | +14.5% | 354,076 | +12.4% | 0.14% | +6.0% |
| Q2 2018 | $13,507,000 | -8.2% | 315,069 | +2.4% | 0.13% | -12.5% |
| Q1 2018 | $14,706,000 | -24.9% | 307,537 | -28.8% | 0.15% | -24.8% |
| Q4 2017 | $19,581,000 | +28.0% | 431,773 | +21.4% | 0.20% | +16.1% |
| Q3 2017 | $15,294,000 | +17.5% | 355,683 | +12.0% | 0.17% | +6.1% |
| Q2 2017 | $13,012,000 | +13.1% | 317,437 | +12.7% | 0.16% | +8.6% |
| Q1 2017 | $11,504,000 | +13.2% | 281,605 | +3.4% | 0.15% | +1.3% |
| Q4 2016 | $10,165,000 | +4.8% | 272,241 | +5.5% | 0.15% | +0.7% |
| Q3 2016 | $9,699,000 | +10.1% | 258,157 | +3.8% | 0.15% | 0.0% |
| Q2 2016 | $8,813,000 | -14.8% | 248,808 | -16.2% | 0.15% | -18.2% |
| Q1 2016 | $10,343,000 | +65.2% | 296,967 | +50.0% | 0.18% | +56.0% |
| Q4 2015 | $6,262,000 | -48.3% | 197,913 | -45.3% | 0.12% | -7.9% |
| Q3 2015 | $12,114,000 | +140.6% | 361,812 | +212.1% | 0.13% | +20.0% |
| Q2 2015 | $5,034,000 | -0.3% | 115,916 | -2.4% | 0.10% | -2.8% |
| Q1 2015 | $5,050,000 | +100.9% | 118,825 | +99.3% | 0.11% | +96.4% |
| Q4 2014 | $2,514,000 | -1.5% | 59,635 | +11.6% | 0.06% | -6.8% |
| Q3 2014 | $2,553,000 | -44.2% | 53,433 | -39.4% | 0.06% | -39.2% |
| Q2 2014 | $4,572,000 | +99.2% | 88,198 | +88.5% | 0.10% | +73.2% |
| Q1 2014 | $2,295,000 | -9.5% | 46,777 | -5.8% | 0.06% | -6.7% |
| Q4 2013 | $2,535,000 | +5.3% | 49,667 | +6.6% | 0.06% | -1.6% |
| Q3 2013 | $2,408,000 | – | 46,587 | – | 0.06% | – |
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% |