WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,740 | -3.0% | 259,864 | -0.9% | 0.54% | -2.9% |
| Q2 2023 | $10,040 | -1.0% | 262,351 | -2.0% | 0.56% | -3.8% |
| Q1 2023 | $10,140 | +37.0% | 267,839 | +29.0% | 0.58% | +28.3% |
| Q4 2022 | $7,399 | -99.9% | 207,590 | -0.9% | 0.45% | -3.6% |
| Q3 2022 | $6,813,000 | -10.2% | 209,442 | +2.3% | 0.47% | -11.0% |
| Q2 2022 | $7,583,000 | +321.0% | 204,779 | +397.5% | 0.53% | +362.3% |
| Q1 2022 | $1,801,000 | +4639.5% | 41,160 | +4647.4% | 0.11% | +3700.0% |
| Q1 2021 | $38,000 | +2.7% | 867 | +8.4% | 0.00% | -25.0% |
| Q4 2019 | $37,000 | +12.1% | 800 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $33,000 | -8.3% | 800 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $36,000 | +2.9% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $32,000 | -99.4% | 800 | +497.0% | 0.00% | +300.0% |
| Q1 2017 | $5,511,000 | +11.9% | 134 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $4,927,000 | +8.7% | 131 | +0.8% | 0.00% | 0.0% |
| Q1 2016 | $4,532,000 | – | 130 | – | 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% |