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 | $2,684,767 | +3531.2% | 71,632 | +4408.0% | 0.01% | – |
| Q2 2023 | $73,936 | -67.7% | 1,589 | -73.7% | 0.00% | -100.0% |
| Q1 2023 | $228,637 | -80.4% | 6,039 | -81.6% | 0.00% | -83.3% |
| Q4 2022 | $1,169,028 | -46.9% | 32,801 | -44.8% | 0.01% | -62.5% |
| Q2 2022 | $2,200,000 | -52.7% | 59,421 | -44.1% | 0.02% | -59.0% |
| Q1 2022 | $4,651,000 | -14.5% | 106,275 | -15.4% | 0.04% | -7.1% |
| Q4 2021 | $5,441,000 | +29.0% | 125,604 | +29.9% | 0.04% | -20.8% |
| Q3 2021 | $4,218,000 | +473.9% | 96,677 | +500.9% | 0.05% | +562.5% |
| Q2 2021 | $735,000 | -29.8% | 16,089 | -31.8% | 0.01% | -52.9% |
| Q1 2021 | $1,047,000 | +26075.0% | 23,600 | +22592.3% | 0.02% | – |
| Q4 2020 | $4,000 | -99.5% | 104 | -99.6% | 0.00% | -100.0% |
| Q2 2020 | $851,000 | +294.0% | 23,546 | +250.8% | 0.01% | +33.3% |
| Q1 2020 | $216,000 | -92.3% | 6,712 | -89.1% | 0.01% | -89.8% |
| Q4 2019 | $2,809,000 | – | 61,370 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 65,967 | $2,443,000 | 2.09% |
| ASPIRIANT, LLC | 1,016,096 | $37,625,000 | 1.82% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $16,960,000 | 1.44% |
| AVANTAX ADVISORY SERVICES, INC. | 2,133,738 | $79,012,000 | 1.19% |
| JNBA Financial Advisors | 205,168 | $7,597,000 | 1.15% |
| Eagle Strategies LLC | 80,790 | $2,992,000 | 1.09% |
| VAUGHAN & Co SECURITIES, INC. | 35,403 | $1,311,000 | 1.05% |
| Cornerstone Capital, Inc. | 209,495 | $7,758,000 | 0.99% |
| Karp Capital Management Corp | 149,890 | $5,550,000 | 0.98% |
| McNamara Financial Services, Inc. | 90,335 | $3,345,000 | 0.95% |