WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $22,962 | +1.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,716 | +6.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,384 | -20.8% | 600 | -27.7% | 0.01% | -28.6% |
| Q3 2022 | $27,000 | -12.9% | 830 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $31,000 | -13.9% | 830 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $36,000 | 0.0% | 830 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $36,000 | -71.9% | 830 | -77.1% | 0.01% | -90.2% |
| Q3 2021 | $128,000 | +236.8% | 3,630 | +337.3% | 0.09% | +736.4% |
| Q2 2021 | $38,000 | +2.7% | 830 | 0.0% | 0.01% | -21.4% |
| Q1 2021 | $37,000 | +8.8% | 830 | 0.0% | 0.01% | -33.3% |
| Q4 2020 | $34,000 | -73.4% | 830 | -77.1% | 0.02% | -77.2% |
| Q3 2020 | $128,000 | -2.3% | 3,630 | 0.0% | 0.09% | -14.8% |
| Q2 2020 | $131,000 | -26.4% | 3,630 | -34.4% | 0.11% | -40.3% |
| Q1 2020 | $178,000 | -56.5% | 5,530 | -38.1% | 0.18% | -52.0% |
| Q4 2019 | $409,000 | – | 8,930 | – | 0.38% | – |
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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% |