WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,014,000 | +7.3% | 175,100 | -3.2% | 1.46% | -6.2% |
| Q3 2019 | $7,472,000 | -3.1% | 180,875 | +4.7% | 1.55% | -3.7% |
| Q2 2019 | $7,715,000 | +1.2% | 172,750 | -0.7% | 1.61% | -0.4% |
| Q1 2019 | $7,627,000 | +5.0% | 173,975 | -3.9% | 1.62% | -16.6% |
| Q4 2018 | $7,266,000 | -16.7% | 180,975 | -9.4% | 1.94% | +11.8% |
| Q3 2018 | $8,720,000 | +0.3% | 199,675 | -1.5% | 1.74% | -8.3% |
| Q2 2018 | $8,694,000 | -9.3% | 202,800 | +1.2% | 1.89% | -12.2% |
| Q1 2018 | $9,586,000 | +58.1% | 200,450 | +50.0% | 2.16% | +51.5% |
| Q4 2017 | $6,062,000 | – | 133,675 | – | 1.42% | – |
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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% |