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 2023 | $4 | -98.7% | 109 | -98.7% | 0.00% | – |
| Q1 2023 | $318 | -3.3% | 8,412 | -9.1% | 0.00% | – |
| Q4 2022 | $329 | -99.3% | 9,256 | +540.1% | 0.00% | – |
| Q3 2022 | $47,000 | +327.3% | 1,446 | +363.5% | 0.00% | – |
| Q2 2022 | $11,000 | -38.9% | 312 | -26.6% | 0.00% | – |
| Q1 2022 | $18,000 | -85.8% | 425 | -85.6% | 0.00% | – |
| Q4 2021 | $127,000 | -67.8% | 2,945 | -66.1% | 0.00% | – |
| Q3 2021 | $395,000 | -25.9% | 8,676 | -25.7% | 0.00% | -100.0% |
| Q2 2021 | $533,000 | – | 11,676 | +36.3% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 8,566 | +53.4% | 0.00% | – |
| Q4 2020 | $229,000 | +1426.7% | 5,585 | +1189.8% | 0.00% | – |
| Q3 2020 | $15,000 | -25.0% | 433 | -12.5% | 0.00% | – |
| Q3 2019 | $20,000 | +300.0% | 495 | +232.2% | 0.00% | – |
| Q4 2018 | $5,000 | -96.0% | 149 | -94.8% | 0.00% | – |
| Q3 2018 | $124,000 | – | 2,844 | +13442.9% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 21 | -97.7% | 0.00% | -100.0% |
| Q1 2017 | $36,000 | -59.6% | 903 | -66.3% | 0.00% | -71.4% |
| Q3 2015 | $89,000 | -36.9% | 2,678 | -17.7% | 0.01% | -41.7% |
| Q2 2015 | $141,000 | – | 3,252 | – | 0.01% | – |
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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% |