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 | $255,177 | -2.0% | 6,808 | +0.1% | 0.09% | -1.1% |
| Q2 2023 | $260,364 | -0.5% | 6,803 | -1.6% | 0.09% | -4.1% |
| Q1 2023 | $261,739 | +3.2% | 6,913 | -2.9% | 0.10% | -5.8% |
| Q4 2022 | $253,698 | +14.8% | 7,118 | +4.7% | 0.10% | +7.3% |
| Q3 2022 | $221,000 | -10.2% | 6,799 | +2.3% | 0.10% | -8.6% |
| Q2 2022 | $246,000 | -2.8% | 6,649 | +15.2% | 0.10% | -32.7% |
| Q1 2022 | $253,000 | +23.4% | 5,774 | +22.2% | 0.16% | +79.3% |
| Q4 2021 | $205,000 | -14.9% | 4,724 | -10.4% | 0.09% | -33.6% |
| Q2 2021 | $241,000 | -1.2% | 5,274 | -4.2% | 0.13% | -34.2% |
| Q1 2021 | $244,000 | -2.0% | 5,506 | -9.1% | 0.20% | -30.4% |
| Q4 2020 | $249,000 | +13.2% | 6,056 | -2.9% | 0.29% | -11.5% |
| Q3 2020 | $220,000 | -38.4% | 6,240 | -36.8% | 0.32% | -39.9% |
| Q2 2020 | $357,000 | +1.7% | 9,874 | -9.3% | 0.54% | -2.7% |
| Q1 2020 | $351,000 | -44.5% | 10,887 | -21.1% | 0.55% | -26.6% |
| Q4 2019 | $632,000 | – | 13,807 | – | 0.75% | – |
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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% |