WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,094 | +80.2% | 536 | +84.2% | 0.00% | +100.0% |
| Q2 2023 | $11,154 | +1.7% | 291 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $10,970 | +6.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,318 | -14.0% | 290 | +3.9% | 0.00% | -50.0% |
| Q3 2021 | $12,000 | -81.8% | 279 | -80.8% | 0.00% | -75.0% |
| Q2 2021 | $66,000 | +24.5% | 1,455 | +21.2% | 0.01% | +14.3% |
| Q1 2021 | $53,000 | +1666.7% | 1,200 | +1438.5% | 0.01% | – |
| Q4 2020 | $3,000 | 0.0% | 78 | +1.3% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | 0.0% | 77 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 75 | +1.4% | 0.00% | – |
| Q1 2020 | $2,000 | – | 74 | – | 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% |