WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $491,000 | +6.3% | 10,723 | -4.1% | 0.07% | -2.7% |
| Q3 2019 | $462,000 | -12.3% | 11,184 | -5.2% | 0.07% | -14.1% |
| Q2 2019 | $527,000 | -1.5% | 11,794 | -3.4% | 0.08% | -2.3% |
| Q1 2019 | $535,000 | -2.7% | 12,214 | -10.9% | 0.09% | -11.2% |
| Q4 2018 | $550,000 | -39.3% | 13,715 | -34.0% | 0.10% | -32.4% |
| Q3 2018 | $906,000 | -38.0% | 20,765 | -39.1% | 0.14% | -40.8% |
| Q2 2018 | $1,461,000 | -42.3% | 34,091 | -35.6% | 0.24% | -44.1% |
| Q1 2018 | $2,531,000 | -9.4% | 52,922 | -14.1% | 0.44% | -12.4% |
| Q4 2017 | $2,794,000 | -11.3% | 61,605 | -15.9% | 0.50% | -16.0% |
| Q3 2017 | $3,151,000 | +0.8% | 73,286 | -3.9% | 0.60% | -7.6% |
| Q2 2017 | $3,125,000 | +1.4% | 76,234 | +1.1% | 0.64% | -9.4% |
| Q1 2017 | $3,081,000 | -2.4% | 75,413 | -10.8% | 0.71% | +12.3% |
| Q4 2016 | $3,157,000 | – | 84,542 | – | 0.63% | – |
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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% |