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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |