WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $43,896 | -26.2% | 1,147 | -27.0% | 0.04% | -25.5% |
| Q1 2023 | $59,517 | +106180.4% | 1,572 | 0.0% | 0.05% | +11.9% |
| Q4 2022 | $56 | -99.9% | 1,572 | 0.0% | 0.04% | +7.7% |
| Q3 2022 | $51,000 | -12.1% | 1,572 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $58,000 | -15.9% | 1,572 | 0.0% | 0.04% | -4.8% |
| Q1 2022 | $69,000 | +1.5% | 1,572 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $68,000 | -1.4% | 1,572 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $69,000 | -40.5% | 1,572 | -37.9% | 0.05% | -41.8% |
| Q2 2021 | $116,000 | +3.6% | 2,532 | 0.0% | 0.08% | -7.1% |
| Q1 2021 | $112,000 | +7.7% | 2,532 | 0.0% | 0.08% | -4.5% |
| Q4 2020 | $104,000 | -64.5% | 2,532 | -69.1% | 0.09% | -68.1% |
| Q3 2020 | $293,000 | +52.6% | 8,184 | +54.1% | 0.28% | +34.8% |
| Q2 2020 | $192,000 | -13.1% | 5,312 | -22.4% | 0.21% | -25.8% |
| Q1 2020 | $221,000 | -31.8% | 6,844 | -3.4% | 0.28% | -13.1% |
| Q4 2019 | $324,000 | +10.2% | 7,084 | 0.0% | 0.32% | +14.2% |
| Q3 2019 | $294,000 | -4.9% | 7,084 | 0.0% | 0.28% | -2.8% |
| Q2 2019 | $309,000 | +6.9% | 7,084 | +7.7% | 0.29% | +4.7% |
| Q1 2019 | $289,000 | -0.7% | 6,579 | 0.0% | 0.28% | -2.8% |
| Q4 2018 | $291,000 | – | 6,579 | – | 0.28% | – |
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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% |