WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $260,000 | -3.3% | 5,850 | -10.7% | 0.01% | 0.0% |
| Q4 2020 | $269,000 | +5.1% | 6,550 | -9.9% | 0.01% | -16.7% |
| Q3 2020 | $256,000 | -83.2% | 7,270 | -82.8% | 0.01% | -84.2% |
| Q2 2020 | $1,528,000 | +11.8% | 42,280 | -0.2% | 0.04% | -9.5% |
| Q1 2020 | $1,367,000 | -27.7% | 42,380 | +2.6% | 0.04% | +2.4% |
| Q4 2019 | $1,891,000 | +11.4% | 41,305 | +0.5% | 0.04% | +2.5% |
| Q3 2019 | $1,698,000 | -7.2% | 41,105 | +0.3% | 0.04% | -7.0% |
| Q2 2019 | $1,830,000 | +31.0% | 40,970 | +28.6% | 0.04% | +34.4% |
| Q1 2019 | $1,397,000 | +114.6% | 31,855 | +96.6% | 0.03% | +88.2% |
| Q4 2018 | $651,000 | +160.4% | 16,205 | +234.6% | 0.02% | +240.0% |
| Q3 2013 | $250,000 | – | 4,843 | – | 0.01% | – |
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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% |