WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,397 | -1.5% | 28,906 | +0.6% | 0.68% | +4.8% |
| Q2 2023 | $1,099,727 | +3.2% | 28,736 | +3.2% | 0.65% | +4.2% |
| Q1 2023 | $1,065,454 | +20.1% | 27,855 | +11.9% | 0.62% | +16.7% |
| Q4 2022 | $887,151 | +8.7% | 24,892 | -0.8% | 0.53% | -0.7% |
| Q3 2022 | $816,000 | +97.1% | 25,082 | +124.2% | 0.54% | +111.0% |
| Q2 2022 | $414,000 | -11.7% | 11,188 | +4.5% | 0.26% | -1.2% |
| Q1 2022 | $469,000 | -2.3% | 10,708 | +1.4% | 0.26% | -4.4% |
| Q4 2021 | $480,000 | -21.8% | 10,558 | -25.0% | 0.27% | -22.0% |
| Q3 2021 | $614,000 | +23.5% | 14,078 | +27.5% | 0.35% | +26.7% |
| Q2 2021 | $497,000 | – | 11,038 | – | 0.27% | – |
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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% |