WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,219,050 | +100949.6% | 59,206 | +3.2% | 0.31% | +3.6% |
| Q2 2023 | $2,196 | +1.9% | 57,380 | +0.8% | 0.30% | -5.3% |
| Q1 2023 | $2,154 | +131.9% | 56,911 | +118.4% | 0.32% | +122.2% |
| Q4 2022 | $929 | -99.9% | 26,057 | +2.3% | 0.14% | +3.6% |
| Q3 2022 | $829,000 | -13.9% | 25,469 | -2.1% | 0.14% | -8.6% |
| Q2 2022 | $963,000 | -7.5% | 26,017 | +9.4% | 0.15% | +5.6% |
| Q1 2022 | $1,041,000 | -1.6% | 23,778 | -2.7% | 0.14% | 0.0% |
| Q4 2021 | $1,058,000 | -20.3% | 24,429 | -19.8% | 0.14% | -28.0% |
| Q3 2021 | $1,328,000 | -5.1% | 30,447 | -0.6% | 0.20% | -9.1% |
| Q2 2021 | $1,399,000 | +5.0% | 30,623 | +1.9% | 0.22% | +4.8% |
| Q1 2021 | $1,333,000 | +6.4% | 30,048 | -1.3% | 0.21% | +0.5% |
| Q4 2020 | $1,253,000 | +24.9% | 30,452 | +6.9% | 0.21% | +16.1% |
| Q3 2020 | $1,003,000 | -2.8% | 28,475 | -0.3% | 0.18% | -10.9% |
| Q2 2020 | $1,032,000 | -42.0% | 28,556 | -28.3% | 0.20% | -45.4% |
| Q2 2019 | $1,780,000 | -7.9% | 39,849 | -9.6% | 0.37% | -13.1% |
| Q1 2019 | $1,932,000 | +6.9% | 44,066 | -2.1% | 0.43% | -6.4% |
| Q4 2018 | $1,808,000 | -10.0% | 45,034 | -2.1% | 0.46% | +1.6% |
| Q3 2018 | $2,010,000 | -7.5% | 46,023 | -9.2% | 0.45% | -12.3% |
| Q2 2018 | $2,173,000 | -2.1% | 50,677 | +9.2% | 0.51% | -5.2% |
| Q1 2018 | $2,220,000 | – | 46,421 | – | 0.54% | – |
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% |