WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915,562 | +84.1% | 24,428 | +88.0% | 0.03% | -10.0% |
| Q2 2023 | $497,357 | +1.1% | 12,996 | 0.0% | 0.03% | -16.7% |
| Q1 2023 | $492,029 | +1.7% | 12,996 | -4.2% | 0.04% | -5.3% |
| Q4 2022 | $483,706 | +9.7% | 13,572 | 0.0% | 0.04% | -7.3% |
| Q3 2022 | $441,000 | -12.3% | 13,572 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $503,000 | -15.3% | 13,572 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $594,000 | +0.3% | 13,572 | -0.7% | 0.04% | 0.0% |
| Q4 2021 | $592,000 | – | 13,670 | – | 0.04% | – |
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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% |