WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,150,000 | -21.3% | 35,655 | +11.6% | 1.25% | -3.4% |
| Q4 2019 | $1,462,000 | +2.9% | 31,945 | -7.2% | 1.30% | +2.4% |
| Q3 2019 | $1,421,000 | -11.2% | 34,405 | -4.0% | 1.27% | -10.5% |
| Q2 2019 | $1,601,000 | +63.9% | 35,845 | +60.9% | 1.42% | +54.6% |
| Q1 2019 | $977,000 | +6.0% | 22,275 | -3.0% | 0.92% | -5.8% |
| Q4 2018 | $922,000 | -4.9% | 22,955 | +3.3% | 0.97% | +6.0% |
| Q3 2018 | $970,000 | +2.9% | 22,215 | +1.0% | 0.92% | +3.1% |
| Q2 2018 | $943,000 | -16.8% | 21,995 | -7.3% | 0.89% | -16.0% |
| Q1 2018 | $1,134,000 | -4.0% | 23,715 | -8.9% | 1.06% | -3.8% |
| Q4 2017 | $1,181,000 | +94.6% | 26,045 | +76.0% | 1.10% | +109.1% |
| Q2 2017 | $607,000 | – | 14,800 | – | 0.53% | – |
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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% |