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 | $728,611 | +0.0% | 19,440 | +2.1% | 0.00% | +200.0% |
| Q2 2023 | $728,393 | +9.9% | 19,033 | +8.7% | 0.00% | -92.3% |
| Q1 2023 | $662,701 | +25.6% | 17,504 | +18.2% | 0.01% | +85.7% |
| Q4 2022 | $527,685 | +9.3% | 14,806 | -0.3% | 0.01% | +16.7% |
| Q3 2022 | $483,000 | -12.2% | 14,856 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $550,000 | +3.0% | 14,856 | +21.8% | 0.01% | +16.7% |
| Q1 2022 | $534,000 | +0.9% | 12,199 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $529,000 | -0.6% | 12,199 | 0.0% | 0.01% | -28.6% |
| Q3 2021 | $532,000 | -4.5% | 12,199 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $557,000 | +3.0% | 12,199 | -0.0% | 0.01% | -11.1% |
| Q1 2021 | $541,000 | -3.9% | 12,201 | -10.9% | 0.01% | 0.0% |
| Q4 2020 | $563,000 | +36.7% | 13,697 | +17.1% | 0.01% | +12.5% |
| Q3 2020 | $412,000 | -0.2% | 11,699 | -8.6% | 0.01% | -38.5% |
| Q1 2020 | $413,000 | – | 12,805 | – | 0.01% | – |
Download | ||||||
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% |