WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181 | -1.6% | 4,837 | +0.2% | 0.05% | +8.3% |
| Q2 2023 | $184 | -16.0% | 4,827 | -21.6% | 0.05% | -20.0% |
| Q1 2023 | $219 | +151.7% | 6,159 | +128.4% | 0.06% | +122.2% |
| Q4 2022 | $87 | -99.9% | 2,696 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $88,000 | -12.9% | 2,696 | -1.6% | 0.03% | -12.9% |
| Q2 2022 | $101,000 | -21.1% | 2,741 | -6.0% | 0.03% | -16.2% |
| Q1 2022 | $128,000 | -2.3% | 2,915 | -3.3% | 0.04% | 0.0% |
| Q4 2021 | $131,000 | 0.0% | 3,013 | +0.3% | 0.04% | -7.5% |
| Q3 2021 | $131,000 | -4.4% | 3,004 | +0.4% | 0.04% | -4.8% |
| Q2 2021 | $137,000 | +30.5% | 2,993 | +26.6% | 0.04% | +13.5% |
| Q1 2021 | $105,000 | +8.2% | 2,365 | +0.1% | 0.04% | +19.4% |
| Q4 2020 | $97,000 | -6.7% | 2,363 | -20.0% | 0.03% | -11.4% |
| Q3 2020 | $104,000 | -7.1% | 2,953 | -4.5% | 0.04% | -10.3% |
| Q2 2020 | $112,000 | -5.9% | 3,091 | -16.5% | 0.04% | -23.5% |
| Q1 2020 | $119,000 | -61.2% | 3,702 | -44.8% | 0.05% | -81.5% |
| Q4 2019 | $307,000 | +9.3% | 6,703 | -1.5% | 0.28% | +2.6% |
| Q3 2019 | $281,000 | – | 6,808 | – | 0.27% | – |
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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% |