WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,195 | -1.4% | 21,510 | +0.7% | 0.08% | 0.0% |
| Q2 2023 | $817,447 | +1.6% | 21,360 | +0.5% | 0.08% | -10.5% |
| Q1 2023 | $804,714 | +11.3% | 21,255 | +4.8% | 0.10% | +5.6% |
| Q4 2022 | $723,136 | +14.6% | 20,290 | +4.7% | 0.09% | +13.9% |
| Q3 2022 | $631,000 | -8.8% | 19,385 | +3.7% | 0.08% | -11.2% |
| Q2 2022 | $692,000 | -12.6% | 18,690 | +3.2% | 0.09% | +6.0% |
| Q1 2022 | $792,000 | +43.0% | 18,105 | +41.4% | 0.08% | +42.4% |
| Q4 2021 | $554,000 | +58.3% | 12,800 | +59.5% | 0.06% | +43.9% |
| Q3 2021 | $350,000 | +6.1% | 8,025 | +10.9% | 0.04% | +5.1% |
| Q2 2021 | $330,000 | +15.8% | 7,235 | +12.5% | 0.04% | +5.4% |
| Q1 2021 | $285,000 | +26.1% | 6,430 | +16.9% | 0.04% | +15.6% |
| Q4 2020 | $226,000 | +193.5% | 5,500 | +150.6% | 0.03% | +166.7% |
| Q3 2020 | $77,000 | +63.8% | 2,195 | +67.6% | 0.01% | +50.0% |
| Q2 2020 | $47,000 | +2250.0% | 1,310 | +3642.9% | 0.01% | +700.0% |
| Q2 2015 | $2,000 | +100.0% | 35 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | -96.6% | 35 | -94.3% | 0.00% | -100.0% |
| Q3 2014 | $29,000 | – | 616 | – | 0.01% | – |
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% |