ASPIRIANT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$22,479,280
-4.0%
599,766
-2.0%
1.15%
-2.9%
Q2 2023$23,419,337
-2.1%
611,950
-3.1%
1.18%
-5.4%
Q1 2023$23,918,914
+4.7%
631,773
-1.4%
1.25%
+7.6%
Q4 2022$22,843,487
-18.4%
640,951
-25.5%
1.16%
-15.0%
Q3 2022$27,978,000
-25.6%
860,027
-15.4%
1.37%
-24.6%
Q2 2022$37,625,000
-10.7%
1,016,096
+5.6%
1.82%
-21.6%
Q1 2022$42,114,000
-1.2%
962,282
-2.2%
2.32%
+1.6%
Q4 2021$42,635,000
-2.0%
984,096
-1.3%
2.28%
-10.8%
Q3 2021$43,493,000
-4.6%
996,878
-0.1%
2.56%
-0.9%
Q2 2021$45,605,000
+7.6%
998,347
+4.5%
2.58%
-4.8%
Q1 2021$42,365,000
+6.9%
955,102
-0.9%
2.71%
+0.1%
Q4 2020$39,632,000
+13.9%
963,418
-2.5%
2.70%
-0.7%
Q3 2020$34,810,000
-12.4%
987,821
-10.2%
2.72%
-26.3%
Q2 2020$39,756,000
-46.7%
1,100,423
-52.4%
3.69%
-49.7%
Q1 2020$74,566,000
+511.2%
2,311,507
+766.9%
7.34%
+550.4%
Q4 2019$12,200,000
+11.8%
266,652
+1.0%
1.13%
+15.6%
Q3 2019$10,910,000
-6.6%
264,125
+1.0%
0.98%
+0.2%
Q2 2019$11,681,000
-10.8%
261,461
-12.4%
0.98%
-8.8%
Q1 2019$13,088,000
-46.7%
298,537
-51.2%
1.07%
-42.6%
Q4 2018$24,568,000
+987.6%
611,677
+1082.6%
1.86%
+865.3%
Q3 2018$2,259,000
+605.9%
51,721
+592.3%
0.19%
+614.8%
Q2 2018$320,000
-13.3%
7,471
-3.2%
0.03%
-15.6%
Q1 2018$369,0007,7210.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders