WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,226 | -4.6% | 6,463 | -2.6% | 0.06% | -3.4% |
| Q2 2023 | $253,843 | -4.4% | 6,633 | -5.4% | 0.06% | -7.9% |
| Q1 2023 | $265,537 | -4.5% | 7,014 | -10.1% | 0.06% | -25.9% |
| Q4 2022 | $278,103 | -27.4% | 7,803 | -33.7% | 0.08% | -34.1% |
| Q3 2022 | $383,000 | -20.0% | 11,761 | -9.1% | 0.13% | -19.4% |
| Q2 2022 | $479,000 | -50.7% | 12,945 | -41.6% | 0.16% | -46.8% |
| Q1 2022 | $971,000 | +72.8% | 22,179 | +70.8% | 0.30% | +72.0% |
| Q4 2021 | $562,000 | -0.4% | 12,983 | +0.4% | 0.18% | -10.3% |
| Q3 2021 | $564,000 | -6.3% | 12,934 | -1.8% | 0.20% | -13.7% |
| Q2 2021 | $602,000 | +1.7% | 13,174 | -1.3% | 0.23% | -8.1% |
| Q1 2021 | $592,000 | -7.4% | 13,353 | -14.0% | 0.25% | -15.8% |
| Q4 2020 | $639,000 | -13.6% | 15,531 | -26.1% | 0.29% | -26.8% |
| Q3 2020 | $740,000 | -77.3% | 21,004 | -76.7% | 0.40% | -80.0% |
| Q2 2020 | $3,263,000 | +18.2% | 90,303 | +5.5% | 1.99% | -3.4% |
| Q1 2020 | $2,761,000 | -26.2% | 85,602 | +4.7% | 2.06% | -23.3% |
| Q4 2019 | $3,743,000 | +16.6% | 81,782 | +5.2% | 2.69% | +5.7% |
| Q3 2019 | $3,211,000 | -1.7% | 77,738 | +6.3% | 2.54% | -9.2% |
| Q2 2019 | $3,265,000 | +6.1% | 73,098 | +4.1% | 2.80% | -1.1% |
| Q1 2019 | $3,078,000 | +30.4% | 70,208 | +19.4% | 2.83% | +13.2% |
| Q4 2018 | $2,361,000 | – | 58,801 | – | 2.50% | – |
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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% |