WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $165,675 | +37.1% | 4,376 | +29.1% | 0.01% | +28.6% |
| Q4 2022 | $120,820 | +20.8% | 3,390 | +49.0% | 0.01% | 0.0% |
| Q3 2021 | $100,000 | -16.7% | 2,275 | -13.2% | 0.01% | -22.2% |
| Q2 2021 | $120,000 | +11.1% | 2,622 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $108,000 | +1.9% | 2,445 | -5.0% | 0.01% | -10.0% |
| Q4 2020 | $106,000 | -8.6% | 2,574 | +1.2% | 0.01% | -33.3% |
| Q4 2019 | $116,000 | +11.5% | 2,543 | +1.0% | 0.02% | -11.8% |
| Q3 2019 | $104,000 | -8.0% | 2,518 | -0.2% | 0.02% | -22.7% |
| Q2 2019 | $113,000 | -15.7% | 2,524 | -24.3% | 0.02% | -35.3% |
| Q4 2018 | $134,000 | -33.0% | 3,335 | -27.2% | 0.03% | +6.2% |
| Q3 2018 | $200,000 | – | 4,582 | – | 0.03% | – |
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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% |