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 | $771,503 | -20.0% | 20,584 | -18.3% | 0.30% | -15.2% |
| Q2 2023 | $964,236 | +1.9% | 25,196 | +0.8% | 0.35% | +1.8% |
| Q1 2023 | $946,541 | +182.5% | 25,001 | +143.0% | 0.34% | +187.4% |
| Q3 2022 | $335,000 | +7.7% | 10,288 | +22.4% | 0.12% | 0.0% |
| Q2 2022 | $311,000 | -20.3% | 8,403 | -5.6% | 0.12% | +4.4% |
| Q1 2022 | $390,000 | +16.4% | 8,903 | +15.0% | 0.11% | +0.9% |
| Q4 2021 | $335,000 | – | 7,741 | – | 0.11% | – |
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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% |