WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | – | 100 | +9900.0% | 0.00% | – |
| Q2 2023 | $0 | – | 1 | -99.5% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 200 | -66.7% | 0.00% | -100.0% |
| Q4 2022 | $14 | -100.0% | 600 | -82.9% | 0.00% | -80.0% |
| Q3 2022 | $74,000 | +2366.7% | 3,500 | +3400.0% | 0.01% | – |
| Q2 2022 | $3,000 | – | 100 | -50.0% | 0.00% | – |
| Q4 2021 | $0 | – | 200 | -60.0% | 0.00% | – |
| Q3 2021 | $0 | – | 500 | +150.0% | 0.00% | – |
| Q2 2021 | $0 | – | 200 | +100.0% | 0.00% | – |
| Q1 2021 | $0 | – | 100 | -92.9% | 0.00% | – |
| Q3 2020 | $0 | – | 1,400 | +366.7% | 0.00% | – |
| Q2 2020 | $0 | – | 300 | -97.0% | 0.00% | – |
| Q3 2019 | $0 | – | 10,000 | +669.2% | 0.00% | – |
| Q2 2019 | $0 | – | 1,300 | +116.7% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 600 | -93.1% | 0.00% | – |
| Q4 2018 | $1,000 | -80.0% | 8,700 | +4042.9% | 0.00% | – |
| Q1 2018 | $5,000 | -91.9% | 210 | -90.8% | 0.00% | -100.0% |
| Q4 2017 | $62,000 | -47.9% | 2,279 | -82.3% | 0.00% | -25.0% |
| Q3 2017 | $119,000 | – | 12,898 | +1333.1% | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 900 | -40.0% | 0.00% | -100.0% |
| Q1 2017 | $20,000 | -9.1% | 1,500 | +151.3% | 0.00% | 0.0% |
| Q4 2016 | $22,000 | -38.9% | 597 | -55.8% | 0.00% | -50.0% |
| Q3 2016 | $36,000 | +157.1% | 1,352 | -70.3% | 0.00% | +100.0% |
| Q2 2016 | $14,000 | -72.5% | 4,555 | -8.1% | 0.00% | -66.7% |
| Q1 2016 | $51,000 | +54.5% | 4,958 | +122.2% | 0.00% | +50.0% |
| Q4 2015 | $33,000 | – | 2,231 | – | 0.00% | – |
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% |