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 | $11,039,327 | +7.4% | 294,543 | +9.6% | 0.04% | +15.8% |
Q2 2023 | $10,282,207 | +0.7% | 268,682 | -0.4% | 0.04% | -5.0% |
Q1 2023 | $10,209,348 | -24.7% | 269,648 | -28.3% | 0.04% | +48.1% |
Q4 2022 | $13,562,061 | +9.5% | 375,938 | -1.3% | 0.03% | -50.9% |
Q3 2022 | $12,389,000 | -24.4% | 380,854 | -13.9% | 0.06% | -28.6% |
Q2 2022 | $16,388,000 | -12.6% | 442,555 | +3.3% | 0.08% | -7.2% |
Q1 2022 | $18,750,000 | +7.9% | 428,457 | +6.8% | 0.08% | +13.7% |
Q4 2021 | $17,373,000 | +6.4% | 401,035 | +7.2% | 0.07% | -1.4% |
Q3 2021 | $16,328,000 | -1.1% | 374,214 | +3.6% | 0.07% | +2.8% |
Q2 2021 | $16,504,000 | +11.6% | 361,294 | +8.4% | 0.07% | +12.5% |
Q1 2021 | $14,792,000 | +2.6% | 333,442 | -4.9% | 0.06% | +1.6% |
Q4 2020 | $14,420,000 | +18.0% | 350,497 | +1.1% | 0.06% | +5.0% |
Q3 2020 | $12,218,000 | -6.6% | 346,709 | -4.3% | 0.06% | -14.3% |
Q2 2020 | $13,085,000 | -0.2% | 362,169 | -10.9% | 0.07% | -10.3% |
Q1 2020 | $13,114,000 | +6.5% | 406,600 | +36.4% | 0.08% | +27.9% |
Q3 2019 | $12,314,000 | -7.0% | 298,096 | +0.6% | 0.06% | -11.6% |
Q2 2019 | $13,237,000 | +17.9% | 296,375 | +15.7% | 0.07% | +16.9% |
Q1 2019 | $11,227,000 | +6.9% | 256,097 | -2.1% | 0.06% | -1.7% |
Q4 2018 | $10,499,000 | -11.4% | 261,513 | -3.6% | 0.06% | +1.7% |
Q3 2018 | $11,853,000 | -13.7% | 271,404 | -15.3% | 0.06% | -20.3% |
Q2 2018 | $13,735,000 | -11.4% | 320,391 | -1.1% | 0.07% | -10.8% |
Q1 2018 | $15,496,000 | +10.0% | 324,043 | +4.3% | 0.08% | +12.2% |
Q4 2017 | $14,088,000 | +5.3% | 310,625 | -0.1% | 0.07% | +1.4% |
Q3 2017 | $13,373,000 | -26.2% | 310,996 | -29.7% | 0.07% | -31.8% |
Q2 2017 | $18,130,000 | +1.0% | 442,317 | +0.6% | 0.11% | -0.9% |
Q1 2017 | $17,953,000 | +13.6% | 439,479 | +3.9% | 0.11% | +10.2% |
Q4 2016 | $15,799,000 | -2.9% | 423,102 | -2.3% | 0.10% | -5.8% |
Q3 2016 | $16,264,000 | +42.9% | 432,914 | +34.8% | 0.10% | +35.1% |
Q2 2016 | $11,379,000 | +0.2% | 321,220 | -1.4% | 0.08% | 0.0% |
Q1 2016 | $11,352,000 | +22.6% | 325,920 | +11.3% | 0.08% | +26.2% |
Q4 2015 | $9,263,000 | -3.5% | 292,735 | +2.1% | 0.06% | -6.2% |
Q3 2015 | $9,596,000 | -27.4% | 286,593 | -5.8% | 0.06% | -18.8% |
Q2 2015 | $13,214,000 | -5.8% | 304,268 | -7.8% | 0.08% | -8.0% |
Q1 2015 | $14,027,000 | -1.9% | 330,057 | -2.7% | 0.09% | -3.3% |
Q4 2014 | $14,301,000 | -57.3% | 339,200 | -51.7% | 0.09% | -58.1% |
Q3 2014 | $33,522,000 | +1595.6% | 701,602 | +1739.6% | 0.22% | +159.0% |
Q2 2014 | $1,977,000 | +2.5% | 38,138 | -3.0% | 0.08% | +3.8% |
Q1 2014 | $1,929,000 | -18.2% | 39,327 | -14.9% | 0.08% | -19.2% |
Q4 2013 | $2,358,000 | -14.9% | 46,221 | -13.8% | 0.10% | -25.0% |
Q3 2013 | $2,772,000 | -27.5% | 53,629 | -32.2% | 0.13% | -28.6% |
Q2 2013 | $3,823,000 | – | 79,118 | – | 0.18% | – |
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% |