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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,986,000 | +28.0% | 41,540 | +21.5% | 1.28% | +33.1% |
| Q4 2017 | $1,551,000 | +9.1% | 34,202 | +3.5% | 0.96% | +2.3% |
| Q3 2017 | $1,421,000 | +6.3% | 33,039 | +1.2% | 0.94% | +2.8% |
| Q2 2017 | $1,337,000 | +13.6% | 32,635 | +13.2% | 0.91% | +6.7% |
| Q1 2017 | $1,177,000 | +21.5% | 28,831 | +11.0% | 0.86% | +5.4% |
| Q4 2016 | $969,000 | +4.3% | 25,970 | +4.9% | 0.81% | +15.2% |
| Q3 2016 | $929,000 | +18.0% | 24,748 | +11.4% | 0.70% | +8.6% |
| Q2 2016 | $787,000 | +11.9% | 22,223 | +10.0% | 0.65% | -1.4% |
| Q1 2016 | $703,000 | +162.3% | 20,194 | +137.7% | 0.66% | +158.0% |
| Q4 2015 | $268,000 | – | 8,495 | – | 0.26% | – |
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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% |