WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,164,617 | +6.2% | 57,753 | +8.4% | 0.05% | +2.2% |
| Q2 2023 | $2,039,087 | +20.1% | 53,281 | +18.8% | 0.05% | +2.2% |
| Q1 2023 | $1,698,107 | -3.5% | 44,852 | -9.2% | 0.04% | 0.0% |
| Q4 2022 | $1,759,645 | +10.7% | 49,372 | +1.1% | 0.04% | +2.3% |
| Q3 2022 | $1,589,000 | -44.3% | 48,858 | -36.6% | 0.04% | -38.9% |
| Q2 2022 | $2,854,000 | -14.7% | 77,075 | +0.9% | 0.07% | -4.0% |
| Q1 2022 | $3,344,000 | +10.5% | 76,425 | +9.4% | 0.08% | +11.9% |
| Q4 2021 | $3,025,000 | +6.6% | 69,830 | +7.3% | 0.07% | -6.9% |
| Q3 2021 | $2,838,000 | +3.8% | 65,053 | +8.7% | 0.07% | +5.9% |
| Q2 2021 | $2,734,000 | +11.5% | 59,847 | +8.3% | 0.07% | 0.0% |
| Q1 2021 | $2,451,000 | +2375.8% | 55,258 | +2349.4% | 0.07% | +1600.0% |
| Q3 2018 | $99,000 | -34.0% | 2,256 | -28.3% | 0.00% | -33.3% |
| Q1 2018 | $150,000 | +19.0% | 3,147 | +13.2% | 0.01% | 0.0% |
| Q4 2017 | $126,000 | – | 2,781 | – | 0.01% | – |
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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% |