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 | $1,234,001 | -29.5% | 32,924 | -28.0% | 0.00% | – |
| Q2 2023 | $1,749,400 | -48.8% | 45,712 | -49.4% | 0.00% | – |
| Q1 2023 | $3,419,898 | +186.8% | 90,330 | +170.0% | 0.00% | – |
| Q4 2022 | $1,192,372 | +2.6% | 33,456 | -6.3% | 0.00% | – |
| Q3 2022 | $1,162,000 | +88.3% | 35,694 | +113.9% | 0.00% | – |
| Q2 2022 | $617,000 | -18.3% | 16,685 | -3.3% | 0.00% | – |
| Q1 2022 | $755,000 | +15.8% | 17,254 | +14.8% | 0.00% | – |
| Q4 2021 | $652,000 | -0.3% | 15,032 | +0.3% | 0.00% | – |
| Q3 2021 | $654,000 | -36.9% | 14,989 | -34.0% | 0.00% | – |
| Q2 2021 | $1,036,000 | -50.0% | 22,699 | -51.4% | 0.00% | – |
| Q1 2021 | $2,071,000 | +169.7% | 46,704 | +150.2% | 0.00% | – |
| Q4 2020 | $768,000 | +12.9% | 18,668 | -3.2% | 0.00% | – |
| Q3 2020 | $680,000 | -1.6% | 19,292 | +0.8% | 0.00% | – |
| Q2 2020 | $691,000 | +74.5% | 19,140 | +55.9% | 0.00% | – |
| Q1 2020 | $396,000 | +340.0% | 12,277 | +525.4% | 0.00% | – |
| Q4 2019 | $90,000 | +20.0% | 1,963 | +7.9% | 0.00% | – |
| Q3 2019 | $75,000 | -97.3% | 1,820 | -97.0% | 0.00% | – |
| Q2 2019 | $2,738,000 | +15.9% | 61,307 | +13.8% | 0.00% | – |
| Q1 2019 | $2,363,000 | +23530.0% | 53,894 | +21034.9% | 0.00% | – |
| Q4 2018 | $10,000 | – | 255 | +12650.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | – | 0.00% | – |
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% |