WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,056 | -2.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $84,806 | +1.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $83,898 | -70.6% | 2,216 | -72.4% | 0.00% | -71.4% |
| Q4 2022 | $285,690 | +9.5% | 8,016 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $261,000 | -20.2% | 8,016 | -9.4% | 0.01% | -12.5% |
| Q2 2022 | $327,000 | -15.5% | 8,843 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | +184.6% | 8,843 | +143.6% | 0.01% | +100.0% |
| Q3 2016 | $136,000 | +5.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $129,000 | +2.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +9.6% | 3,630 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $115,000 | -5.7% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $122,000 | -22.8% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $158,000 | – | 3,630 | – | 0.00% | – |
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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% |