WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,801 | -0.6% | 3,063 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $115,461 | -16.6% | 3,017 | -17.5% | 0.01% | -25.0% |
| Q1 2023 | $138,378 | -4.0% | 3,655 | -9.7% | 0.01% | -11.1% |
| Q4 2022 | $144,199 | +17.2% | 4,046 | +22.0% | 0.01% | +12.5% |
| Q3 2022 | $123,000 | 0.0% | 3,316 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $123,000 | -3.1% | 3,316 | +13.2% | 0.01% | 0.0% |
| Q4 2021 | $127,000 | -52.4% | 2,930 | -52.2% | 0.01% | -11.1% |
| Q3 2021 | $267,000 | +7.7% | 6,129 | +12.7% | 0.01% | +12.5% |
| Q2 2021 | $248,000 | +0.8% | 5,438 | -2.0% | 0.01% | -11.1% |
| Q1 2021 | $246,000 | – | 5,550 | – | 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% |