WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,066 | -11.9% | 4,724 | -10.1% | 0.05% | -10.2% |
| Q2 2023 | $201,083 | +0.9% | 5,254 | -0.2% | 0.06% | -6.3% |
| Q1 2023 | $199,363 | +39.5% | 5,266 | +31.3% | 0.06% | +16.7% |
| Q4 2022 | $142,930 | +9.9% | 4,010 | +0.6% | 0.05% | +1.9% |
| Q3 2022 | $130,000 | -22.6% | 3,986 | +3.6% | 0.05% | -8.6% |
| Q1 2022 | $168,000 | +130.1% | 3,849 | +127.2% | 0.06% | +123.1% |
| Q4 2021 | $73,000 | -14.1% | 1,694 | -13.1% | 0.03% | -23.5% |
| Q3 2021 | $85,000 | +157.6% | 1,950 | +92.1% | 0.03% | +41.7% |
| Q1 2020 | $33,000 | +725.0% | 1,015 | +1218.2% | 0.02% | +700.0% |
| Q4 2019 | $4,000 | – | 77 | – | 0.00% | – |
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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% |