WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $435,000 | +10.7% | 9,509 | 0.0% | 0.10% | +12.9% |
| Q3 2019 | $393,000 | +25.6% | 9,509 | +35.8% | 0.09% | +13.4% |
| Q2 2019 | $313,000 | +2.0% | 7,000 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $307,000 | -24.8% | 7,000 | -31.2% | 0.08% | -51.7% |
| Q4 2018 | $408,000 | -33.3% | 10,171 | -27.4% | 0.18% | +8.6% |
| Q3 2018 | $612,000 | +104.0% | 14,000 | +100.0% | 0.16% | -34.1% |
| Q2 2018 | $300,000 | -10.4% | 7,000 | 0.0% | 0.25% | -1.6% |
| Q1 2018 | $335,000 | +5.7% | 7,000 | 0.0% | 0.25% | -6.0% |
| Q4 2017 | $317,000 | +5.3% | 7,000 | 0.0% | 0.27% | -79.4% |
| Q3 2017 | $301,000 | +4.9% | 7,000 | 0.0% | 1.29% | +129200.0% |
| Q2 2017 | $287,000 | +0.3% | 7,000 | 0.0% | 0.00% | – |
| Q1 2017 | $286,000 | – | 7,000 | – | 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% |