WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $206,000 | -31.1% | 5,708 | -13.3% | 0.01% | -60.9% |
Q4 2017 | $299,000 | +12.0% | 6,586 | +6.3% | 0.02% | +4.5% |
Q3 2017 | $267,000 | +5.5% | 6,198 | +0.4% | 0.02% | -8.3% |
Q2 2017 | $253,000 | +3.3% | 6,176 | +3.0% | 0.02% | 0.0% |
Q1 2017 | $245,000 | -2.0% | 5,994 | -10.5% | 0.02% | -11.1% |
Q4 2016 | $250,000 | -19.6% | 6,694 | -19.1% | 0.03% | -27.0% |
Q3 2016 | $311,000 | +22.0% | 8,276 | +14.8% | 0.04% | +12.1% |
Q2 2016 | $255,000 | -4.1% | 7,211 | -5.6% | 0.03% | -8.3% |
Q1 2016 | $266,000 | +6.4% | 7,636 | -3.5% | 0.04% | +2.9% |
Q4 2015 | $250,000 | -2.3% | 7,913 | +34.2% | 0.04% | 0.0% |
Q2 2015 | $256,000 | +0.8% | 5,898 | -1.2% | 0.04% | +2.9% |
Q1 2015 | $254,000 | -1.9% | 5,970 | -2.7% | 0.03% | 0.0% |
Q4 2014 | $259,000 | – | 6,136 | – | 0.03% | – |
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% |