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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $542,000 | -65.5% | 14,983 | -69.3% | 0.26% | -55.9% |
| Q1 2020 | $1,572,000 | -44.7% | 48,747 | -21.5% | 0.59% | -22.5% |
| Q4 2019 | $2,844,000 | +10.7% | 62,136 | -0.2% | 0.77% | +12.5% |
| Q3 2019 | $2,569,000 | -9.6% | 62,253 | -2.2% | 0.68% | -4.2% |
| Q2 2019 | $2,843,000 | -9.3% | 63,638 | -11.0% | 0.71% | -7.8% |
| Q1 2019 | $3,134,000 | -11.2% | 71,509 | -18.7% | 0.77% | -6.0% |
| Q4 2018 | $3,529,000 | -15.8% | 87,905 | -8.4% | 0.82% | -4.4% |
| Q3 2018 | $4,190,000 | -15.0% | 95,946 | -16.6% | 0.86% | -24.7% |
| Q2 2018 | $4,932,000 | -26.0% | 115,042 | -17.5% | 1.14% | -41.4% |
| Q1 2018 | $6,666,000 | -5.2% | 139,392 | -10.1% | 1.94% | -7.9% |
| Q4 2017 | $7,034,000 | -17.1% | 155,092 | -21.4% | 2.11% | +13.7% |
| Q3 2017 | $8,488,000 | -15.1% | 197,389 | -15.6% | 1.86% | -23.1% |
| Q2 2017 | $9,992,000 | -21.6% | 233,902 | -24.5% | 2.41% | -23.8% |
| Q1 2017 | $12,749,000 | -25.5% | 309,967 | -28.4% | 3.17% | -36.4% |
| Q4 2016 | $17,111,000 | -11.8% | 433,019 | -16.8% | 4.98% | +1.4% |
| Q3 2016 | $19,405,000 | +8.5% | 520,583 | +3.8% | 4.91% | -17.8% |
| Q2 2016 | $17,877,000 | +7.8% | 501,359 | +6.8% | 5.98% | +1.3% |
| Q1 2016 | $16,587,000 | +51.6% | 469,547 | +19.0% | 5.90% | +18.7% |
| Q4 2015 | $10,943,000 | – | 394,645 | – | 4.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |