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 2023 | $100,688 | -1.6% | 2,686 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $102,326 | +48.6% | 2,674 | +47.1% | 0.01% | +33.3% |
| Q1 2023 | $68,838 | +5.8% | 1,818 | -0.4% | 0.01% | -10.0% |
| Q4 2022 | $65,085 | +6.7% | 1,826 | -2.3% | 0.01% | 0.0% |
| Q3 2022 | $61,000 | -11.6% | 1,869 | -0.1% | 0.01% | -9.1% |
| Q2 2022 | $69,000 | -14.8% | 1,871 | +1.2% | 0.01% | -8.3% |
| Q1 2022 | $81,000 | +22.7% | 1,849 | +20.7% | 0.01% | +20.0% |
| Q4 2021 | $66,000 | -2.9% | 1,532 | -1.8% | 0.01% | -9.1% |
| Q3 2021 | $68,000 | -40.9% | 1,560 | -38.0% | 0.01% | -45.0% |
| Q2 2021 | $115,000 | +23.7% | 2,516 | +19.8% | 0.02% | +11.1% |
| Q1 2021 | $93,000 | -49.5% | 2,100 | -53.0% | 0.02% | -53.8% |
| Q4 2020 | $184,000 | +253.8% | 4,464 | +204.9% | 0.04% | +200.0% |
| Q3 2020 | $52,000 | -29.7% | 1,464 | -28.6% | 0.01% | -40.9% |
| Q2 2020 | $74,000 | +335.3% | 2,051 | +290.7% | 0.02% | +144.4% |
| Q1 2020 | $17,000 | -29.2% | 525 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $24,000 | +14.3% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | -8.7% | 525 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $23,000 | 0.0% | 525 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $23,000 | – | 525 | – | 0.01% | – |
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% |