WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,030 | +1.0% | 85 | +1.2% | 0.00% | – |
| Q3 2022 | $3,000 | +50.0% | 84 | +42.4% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 59 | +34.1% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 44 | +37.5% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 32 | +3.2% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 31 | +47.6% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 21 | +23.5% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 17 | -64.6% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 48 | +108.7% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 23 | +9.5% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -80.0% | 21 | -80.9% | 0.00% | -100.0% |
| Q2 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | -42.9% | 110 | -42.1% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | – | 190 | – | 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% |