WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,803,692 | -3.6% | 74,805 | -1.6% | 0.04% | -2.3% |
| Q2 2023 | $2,908,978 | -2.2% | 76,012 | -3.2% | 0.04% | -8.3% |
| Q1 2023 | $2,973,074 | +11.0% | 78,528 | +4.5% | 0.05% | +4.3% |
| Q4 2022 | $2,677,356 | +22.2% | 75,122 | +11.5% | 0.05% | +12.2% |
| Q3 2022 | $2,191,000 | -11.8% | 67,360 | +0.4% | 0.04% | -10.9% |
| Q2 2022 | $2,485,000 | -8.3% | 67,114 | +8.3% | 0.05% | +9.5% |
| Q1 2022 | $2,711,000 | +12.3% | 61,943 | +11.1% | 0.04% | +13.5% |
| Q4 2021 | $2,415,000 | +8.1% | 55,743 | +8.9% | 0.04% | -2.6% |
| Q3 2021 | $2,234,000 | -7.1% | 51,200 | -2.8% | 0.04% | -7.3% |
| Q2 2021 | $2,406,000 | -99.9% | 52,660 | -50.7% | 0.04% | -2.4% |
| Q1 2021 | $4,740,422,000 | +229571.6% | 106,862 | +113.0% | 0.04% | -6.7% |
| Q4 2020 | $2,064,000 | +16.2% | 50,160 | -0.5% | 0.04% | 0.0% |
| Q3 2020 | $1,776,000 | +2.3% | 50,408 | +4.9% | 0.04% | -8.2% |
| Q2 2020 | $1,736,000 | +5.7% | 48,061 | -5.7% | 0.05% | -18.3% |
| Q1 2020 | $1,643,000 | -39.9% | 50,966 | -14.6% | 0.06% | -25.9% |
| Q4 2019 | $2,732,000 | +11.0% | 59,709 | +0.2% | 0.08% | -2.4% |
| Q3 2019 | $2,461,000 | -12.7% | 59,577 | -5.6% | 0.08% | -19.4% |
| Q2 2019 | $2,818,000 | +0.8% | 63,113 | -1.1% | 0.10% | -13.4% |
| Q1 2019 | $2,796,000 | +28.3% | 63,799 | +17.5% | 0.12% | +12.3% |
| Q4 2018 | $2,180,000 | +9.4% | 54,309 | +19.0% | 0.11% | +11.6% |
| Q3 2018 | $1,993,000 | +0.6% | 45,647 | -1.3% | 0.10% | -19.5% |
| Q2 2018 | $1,982,000 | -27.3% | 46,231 | -19.0% | 0.12% | -36.9% |
| Q1 2018 | $2,727,000 | +5.0% | 57,046 | -0.4% | 0.19% | -5.6% |
| Q4 2017 | $2,596,000 | +11.7% | 57,251 | +5.9% | 0.20% | -16.5% |
| Q3 2017 | $2,324,000 | +7.8% | 54,066 | +2.8% | 0.24% | -2.1% |
| Q2 2017 | $2,155,000 | -4.3% | 52,574 | -4.6% | 0.24% | -29.0% |
| Q1 2017 | $2,251,000 | – | 55,125 | – | 0.34% | – |
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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% |