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 | $324,865 | -18.0% | 8,668 | -16.3% | 0.03% | -13.3% |
| Q2 2023 | $396,369 | +1.4% | 10,357 | +0.3% | 0.03% | -3.2% |
| Q1 2023 | $390,977 | -11.1% | 10,327 | -16.3% | 0.03% | -16.2% |
| Q4 2022 | $439,623 | +9.6% | 12,335 | +0.0% | 0.04% | 0.0% |
| Q3 2022 | $401,000 | -13.4% | 12,332 | -1.3% | 0.04% | -9.8% |
| Q2 2022 | $463,000 | -15.8% | 12,496 | -0.6% | 0.04% | -4.7% |
| Q1 2022 | $550,000 | -18.9% | 12,566 | -19.7% | 0.04% | -15.7% |
| Q4 2021 | $678,000 | +5.1% | 15,647 | +5.9% | 0.05% | -3.8% |
| Q3 2021 | $645,000 | -5.1% | 14,778 | -0.7% | 0.05% | -5.4% |
| Q2 2021 | $680,000 | -28.1% | 14,877 | -30.2% | 0.06% | -30.9% |
| Q1 2021 | $946,000 | – | 21,315 | – | 0.08% | – |
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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% |