WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,797,000 | -34.0% | 51,005 | -32.3% | 0.84% | -26.3% |
| Q2 2020 | $2,722,000 | +6.8% | 75,360 | -4.6% | 1.14% | -12.2% |
| Q1 2020 | $2,548,000 | -38.2% | 79,013 | -12.3% | 1.30% | -23.3% |
| Q4 2019 | $4,123,000 | +11.2% | 90,090 | +0.3% | 1.69% | +3.7% |
| Q3 2019 | $3,709,000 | -2.8% | 89,785 | +5.1% | 1.63% | -4.1% |
| Q2 2019 | $3,814,000 | +8.7% | 85,396 | +6.7% | 1.70% | +5.7% |
| Q1 2019 | $3,509,000 | +15.3% | 80,048 | +5.6% | 1.61% | +0.7% |
| Q4 2018 | $3,043,000 | -1.7% | 75,783 | +6.9% | 1.60% | +7.6% |
| Q3 2018 | $3,095,000 | +18.6% | 70,882 | +16.4% | 1.48% | +13.6% |
| Q2 2018 | $2,610,000 | -13.4% | 60,887 | -3.4% | 1.31% | -15.2% |
| Q1 2018 | $3,013,000 | +479.4% | 63,011 | +468.1% | 1.54% | +233.3% |
| Q4 2017 | $520,000 | +12.3% | 11,091 | +3.8% | 0.46% | +2.2% |
| Q3 2017 | $463,000 | -14.9% | 10,685 | -20.0% | 0.45% | -9.1% |
| Q2 2017 | $544,000 | +6.9% | 13,360 | +7.7% | 0.50% | +5.1% |
| Q1 2017 | $509,000 | – | 12,409 | – | 0.47% | – |
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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% |