WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,215,504 | +1.6% | 32,431 | +3.7% | 0.09% | +5.9% |
| Q2 2023 | $1,196,492 | +21.9% | 31,264 | +20.6% | 0.08% | +21.4% |
| Q1 2023 | $981,731 | +10.7% | 25,931 | +4.3% | 0.07% | +2.9% |
| Q4 2022 | $886,494 | +9.3% | 24,873 | -0.3% | 0.07% | 0.0% |
| Q3 2022 | $811,000 | +5.7% | 24,937 | +20.3% | 0.07% | +11.5% |
| Q2 2022 | $767,000 | -12.1% | 20,722 | +3.8% | 0.06% | +3.4% |
| Q1 2022 | $873,000 | +7.8% | 19,955 | +6.7% | 0.06% | +11.3% |
| Q4 2021 | $810,000 | +12.7% | 18,705 | +18.9% | 0.05% | -7.0% |
| Q2 2021 | $719,000 | +6.8% | 15,734 | +3.6% | 0.06% | -12.3% |
| Q1 2021 | $673,000 | +37.6% | 15,180 | +27.8% | 0.06% | +27.5% |
| Q4 2020 | $489,000 | +19.0% | 11,879 | +4.4% | 0.05% | -17.7% |
| Q2 2020 | $411,000 | -20.3% | 11,383 | +1.1% | 0.06% | -4.6% |
| Q4 2019 | $516,000 | – | 11,264 | – | 0.06% | – |
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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% |