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 | $236,687 | -33.6% | 6,337 | -30.7% | 0.03% | -33.3% |
| Q2 2023 | $356,330 | -20.0% | 9,139 | -22.3% | 0.04% | -17.0% |
| Q1 2023 | $445,423 | +1.3% | 11,765 | -4.6% | 0.05% | -9.6% |
| Q4 2022 | $439,619 | +12.4% | 12,335 | +1.4% | 0.05% | +8.3% |
| Q3 2022 | $391,000 | -15.0% | 12,160 | -2.8% | 0.05% | -12.7% |
| Q2 2022 | $460,000 | -25.3% | 12,514 | -11.1% | 0.06% | -23.6% |
| Q1 2022 | $616,000 | -4.5% | 14,084 | -1.7% | 0.07% | -12.2% |
| Q4 2021 | $645,000 | – | 14,333 | – | 0.08% | – |
Download | ||||||
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% |