WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,573 | +6.7% | 7,459 | -7.6% | 0.02% | 0.0% |
| Q3 2022 | $262,000 | -14.7% | 8,075 | -2.7% | 0.02% | -27.3% |
| Q2 2022 | $307,000 | -11.3% | 8,300 | +4.9% | 0.03% | -5.7% |
| Q1 2022 | $346,000 | +3.0% | 7,916 | +2.0% | 0.04% | +6.1% |
| Q4 2021 | $336,000 | -3.2% | 7,760 | -2.5% | 0.03% | -10.8% |
| Q3 2021 | $347,000 | -3.3% | 7,963 | +1.1% | 0.04% | -7.5% |
| Q2 2021 | $359,000 | +2.9% | 7,877 | +0.0% | 0.04% | -7.0% |
| Q1 2021 | $349,000 | +6.4% | 7,874 | -1.5% | 0.04% | -4.4% |
| Q4 2020 | $328,000 | +21.0% | 7,996 | +4.0% | 0.04% | +2.3% |
| Q3 2020 | $271,000 | +8.8% | 7,690 | +11.5% | 0.04% | -2.2% |
| Q2 2020 | $249,000 | +21.5% | 6,896 | +8.1% | 0.04% | -2.2% |
| Q1 2020 | $205,000 | -38.1% | 6,378 | -11.9% | 0.05% | -23.3% |
| Q4 2019 | $331,000 | +42.7% | 7,241 | +28.7% | 0.06% | +33.3% |
| Q3 2019 | $232,000 | -73.3% | 5,627 | -70.0% | 0.04% | -70.8% |
| Q2 2019 | $868,000 | +1.3% | 18,746 | +0.8% | 0.15% | -6.1% |
| Q1 2019 | $857,000 | – | 18,599 | – | 0.16% | – |
Download | ||||||
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% |