WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 192 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,659 | +82.5% | 151 | +86.4% | 0.00% | – |
Q2 2023 | $3,100 | +1.1% | 81 | 0.0% | 0.00% | – |
Q1 2023 | $3,067 | +102133.3% | 81 | 0.0% | 0.00% | – |
Q4 2022 | $3 | -99.9% | 81 | -40.0% | 0.00% | – |
Q3 2022 | $4,000 | -20.0% | 135 | 0.0% | 0.00% | – |
Q2 2022 | $5,000 | -16.7% | 135 | 0.0% | 0.00% | – |
Q1 2022 | $6,000 | -14.3% | 135 | -10.0% | 0.00% | – |
Q2 2021 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
Q1 2020 | $5,000 | -28.6% | 150 | 0.0% | 0.00% | – |
Q4 2019 | $7,000 | -86.3% | 150 | -87.3% | 0.00% | -100.0% |
Q3 2018 | $51,000 | -15.0% | 1,177 | -26.5% | 0.00% | -50.0% |
Q4 2016 | $60,000 | – | 1,602 | – | 0.00% | – |
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% |