WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,978,000 | +22.9% | 65,045 | +10.8% | 0.02% | +16.7% |
| Q3 2019 | $2,424,000 | +5.8% | 58,692 | +14.3% | 0.02% | 0.0% |
| Q2 2019 | $2,291,000 | +105.3% | 51,328 | +101.8% | 0.02% | +100.0% |
| Q1 2019 | $1,116,000 | +28.7% | 25,429 | +17.8% | 0.01% | 0.0% |
| Q4 2018 | $867,000 | -21.4% | 21,583 | -14.5% | 0.01% | -18.2% |
| Q3 2018 | $1,103,000 | +99.8% | 25,249 | +96.2% | 0.01% | +37.5% |
| Q2 2018 | $552,000 | -37.9% | 12,870 | -30.7% | 0.01% | -33.3% |
| Q1 2018 | $889,000 | +56.2% | 18,568 | +47.9% | 0.01% | +50.0% |
| Q4 2017 | $569,000 | +36.8% | 12,551 | +30.0% | 0.01% | +14.3% |
| Q3 2017 | $416,000 | +42.0% | 9,652 | +35.0% | 0.01% | +40.0% |
| Q2 2017 | $293,000 | -3.9% | 7,149 | -4.2% | 0.01% | -16.7% |
| Q1 2017 | $305,000 | -18.0% | 7,461 | -25.2% | 0.01% | -25.0% |
| Q4 2016 | $372,000 | -10.6% | 9,976 | -9.9% | 0.01% | -20.0% |
| Q3 2016 | $416,000 | -5.7% | 11,068 | -11.9% | 0.01% | -16.7% |
| Q2 2016 | $441,000 | – | 12,562 | – | 0.01% | – |
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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% |