WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,265 | +85.1% | 13,641 | +89.0% | 0.26% | +90.4% |
| Q2 2023 | $276,156 | +224.7% | 7,216 | +221.1% | 0.14% | +200.0% |
| Q1 2023 | $85,058 | +65.4% | 2,247 | +55.7% | 0.04% | +50.0% |
| Q4 2022 | $51,425 | +757.1% | 1,443 | +675.8% | 0.03% | +650.0% |
| Q3 2022 | $6,000 | +20.0% | 186 | +47.6% | 0.00% | +33.3% |
| Q2 2022 | $5,000 | 0.0% | 126 | +1.6% | 0.00% | +50.0% |
| Q1 2022 | $5,000 | 0.0% | 124 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 123 | +1.7% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -87.5% | 121 | -86.1% | 0.00% | -88.0% |
| Q2 2021 | $40,000 | – | 871 | – | 0.02% | – |
Download | ||||||
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% |