WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $38,270 | +1.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $37,860 | +6.2% | 1,000 | 0.0% | 0.02% | -16.7% |
| Q4 2022 | $35,640 | +8.0% | 1,000 | 0.0% | 0.02% | +12.5% |
| Q3 2022 | $33,000 | -10.8% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $37,000 | -15.9% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $44,000 | +2.3% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $43,000 | -2.3% | 1,000 | 0.0% | 0.02% | -15.0% |
| Q3 2021 | $44,000 | -4.3% | 1,000 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $46,000 | +4.5% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $44,000 | +7.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | +17.1% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $35,000 | -2.8% | 1,000 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $36,000 | +12.5% | 1,000 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $32,000 | -30.4% | 1,000 | 0.0% | 0.02% | -18.5% |
| Q4 2019 | $46,000 | +12.2% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,000 | -8.9% | 1,000 | 0.0% | 0.03% | -6.9% |
| Q2 2019 | $45,000 | +2.3% | 1,000 | 0.0% | 0.03% | +3.6% |
| Q1 2019 | $44,000 | +10.0% | 1,000 | 0.0% | 0.03% | -3.4% |
| Q4 2018 | $40,000 | – | 1,000 | – | 0.03% | – |
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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% |