WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $213,000 | -3.6% | 4,890 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $221,000 | -3.1% | 4,839 | -5.9% | 0.00% | -25.0% |
| Q1 2021 | $228,000 | +4.6% | 5,142 | -2.8% | 0.00% | 0.0% |
| Q4 2020 | $218,000 | -10.3% | 5,292 | -0.3% | 0.00% | -20.0% |
| Q4 2019 | $243,000 | +1.7% | 5,308 | -8.1% | 0.01% | 0.0% |
| Q3 2019 | $239,000 | -9.1% | 5,775 | -1.8% | 0.01% | -16.7% |
| Q2 2019 | $263,000 | -1.9% | 5,879 | -3.7% | 0.01% | 0.0% |
| Q1 2019 | $268,000 | +11.2% | 6,104 | +1.6% | 0.01% | -14.3% |
| Q4 2018 | $241,000 | -14.5% | 6,008 | -6.8% | 0.01% | 0.0% |
| Q3 2018 | $282,000 | +20.5% | 6,448 | +18.0% | 0.01% | 0.0% |
| Q2 2018 | $234,000 | -11.0% | 5,464 | -0.6% | 0.01% | -30.0% |
| Q1 2018 | $263,000 | -2.6% | 5,497 | -7.8% | 0.01% | 0.0% |
| Q4 2017 | $270,000 | +4.7% | 5,961 | -0.7% | 0.01% | +11.1% |
| Q3 2017 | $258,000 | -1.1% | 6,004 | -5.7% | 0.01% | 0.0% |
| Q2 2017 | $261,000 | -10.9% | 6,366 | -11.1% | 0.01% | -18.2% |
| Q1 2017 | $293,000 | +6.9% | 7,163 | -2.4% | 0.01% | 0.0% |
| Q4 2016 | $274,000 | -1.1% | 7,340 | -0.3% | 0.01% | -8.3% |
| Q3 2016 | $277,000 | +4.1% | 7,362 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $266,000 | +0.8% | 7,505 | -1.1% | 0.01% | -7.7% |
| Q1 2016 | $264,000 | -4.3% | 7,591 | -13.0% | 0.01% | -7.1% |
| Q4 2015 | $276,000 | -5.5% | 8,727 | +0.1% | 0.01% | -6.7% |
| Q3 2015 | $292,000 | -26.4% | 8,721 | -4.6% | 0.02% | -16.7% |
| Q2 2015 | $397,000 | +1.3% | 9,140 | -0.8% | 0.02% | 0.0% |
| Q1 2015 | $392,000 | -8.0% | 9,212 | -8.8% | 0.02% | -10.0% |
| Q4 2014 | $426,000 | -11.2% | 10,102 | +0.6% | 0.02% | -16.7% |
| Q3 2014 | $480,000 | -15.0% | 10,045 | -7.8% | 0.02% | -14.3% |
| Q2 2014 | $565,000 | -14.8% | 10,896 | -19.3% | 0.03% | -22.2% |
| Q1 2014 | $663,000 | -22.5% | 13,501 | -19.5% | 0.04% | -14.3% |
| Q4 2013 | $856,000 | -7.3% | 16,775 | -6.1% | 0.04% | -16.0% |
| Q3 2013 | $923,000 | +0.1% | 17,856 | -6.4% | 0.05% | -2.0% |
| Q2 2013 | $922,000 | – | 19,079 | – | 0.05% | – |
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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% |