WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,678,441 | +2.3% | 898,571 | +4.4% | 1.04% | +3.7% |
| Q2 2023 | $32,926,234 | +19.0% | 860,367 | +17.7% | 1.00% | +11.7% |
| Q1 2023 | $27,671,116 | +4364.8% | 730,880 | +4102.9% | 0.90% | +4166.7% |
| Q4 2022 | $619,762 | -45.6% | 17,390 | -50.3% | 0.02% | -60.4% |
| Q3 2022 | $1,139,000 | -13.3% | 35,025 | -1.3% | 0.05% | -14.5% |
| Q2 2022 | $1,314,000 | -18.6% | 35,498 | -3.8% | 0.06% | -10.1% |
| Q1 2022 | $1,615,000 | -13.7% | 36,911 | -14.6% | 0.07% | -5.5% |
| Q4 2021 | $1,872,000 | -2.3% | 43,211 | -1.6% | 0.07% | -20.7% |
| Q3 2021 | $1,916,000 | +2.2% | 43,906 | +7.0% | 0.09% | -7.1% |
| Q2 2021 | $1,875,000 | +33.3% | 41,036 | +29.4% | 0.10% | +23.8% |
| Q1 2021 | $1,407,000 | +52.6% | 31,718 | +41.5% | 0.08% | +42.9% |
| Q4 2020 | $922,000 | – | 22,411 | – | 0.06% | – |
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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% |