WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $31,499 | +66.1% | 832 | +56.4% | 0.00% | 0.0% |
| Q4 2022 | $18,961 | -29.8% | 532 | -11.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +575.0% | 600 | +421.7% | 0.00% | – |
| Q3 2020 | $4,000 | -91.3% | 115 | -91.8% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -29.2% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $65,000 | +1525.0% | 1,411 | +1311.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | -60.0% | 100 | -52.4% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +125.0% | 210 | +98.1% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 106 | +6.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -66.7% | 100 | -65.0% | 0.00% | -66.7% |
| Q4 2015 | $9,000 | -10.0% | 286 | +0.4% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -52.4% | 285 | -41.0% | 0.00% | -50.0% |
| Q2 2015 | $21,000 | +600.0% | 483 | +732.8% | 0.01% | +500.0% |
| Q1 2015 | $3,000 | +50.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -33.3% | 58 | +5.5% | 0.00% | -50.0% |
| Q4 2013 | $3,000 | – | 55 | – | 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% |