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 2019 | $1,197,000 | -13.1% | 26,800 | -14.6% | 0.01% | -20.0% |
| Q1 2019 | $1,377,000 | +9.2% | 31,400 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $1,261,000 | -8.0% | 31,400 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $1,371,000 | -4.4% | 31,400 | -10.5% | 0.01% | -63.0% |
| Q1 2017 | $1,434,000 | -8.9% | 35,100 | -16.7% | 0.03% | -22.9% |
| Q4 2016 | $1,574,000 | +5.5% | 42,140 | +6.1% | 0.04% | +12.9% |
| Q3 2016 | $1,492,000 | +95.3% | 39,710 | +84.2% | 0.03% | +55.0% |
| Q2 2016 | $764,000 | -60.6% | 21,560 | -64.8% | 0.02% | -68.8% |
| Q4 2015 | $1,938,000 | +3.2% | 61,250 | +9.2% | 0.06% | -16.9% |
| Q3 2015 | $1,878,000 | +689.1% | 56,100 | +1022.0% | 0.08% | +755.6% |
| Q3 2014 | $238,000 | -34.3% | 5,000 | -28.6% | 0.01% | -43.8% |
| Q3 2013 | $362,000 | +24.8% | 7,000 | +16.7% | 0.02% | +6.7% |
| Q2 2013 | $290,000 | – | 6,000 | – | 0.02% | – |
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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% |