WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,000 | +450.0% | 250 | +400.0% | 0.00% | +200.0% |
| Q4 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | -66.7% | 50 | -66.7% | 0.00% | -66.7% |
| Q3 2016 | $6,000 | -87.0% | 150 | -89.1% | 0.00% | -86.4% |
| Q3 2015 | $46,000 | -77.2% | 1,380 | -71.1% | 0.02% | -78.2% |
| Q4 2014 | $202,000 | -30.3% | 4,769 | -22.7% | 0.10% | -34.0% |
| Q3 2014 | $290,000 | -95.8% | 6,167 | -95.3% | 0.15% | -95.7% |
| Q2 2014 | $6,825,000 | +3.1% | 131,652 | -2.4% | 3.58% | +2.3% |
| Q1 2014 | $6,617,000 | -13.1% | 134,845 | -9.6% | 3.50% | -16.8% |
| Q4 2013 | $7,616,000 | +0.5% | 149,245 | +1.8% | 4.20% | -3.7% |
| Q3 2013 | $7,576,000 | +11.3% | 146,559 | +3.0% | 4.36% | +7.3% |
| Q2 2013 | $6,807,000 | – | 142,292 | – | 4.07% | – |
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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% |