WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,406 | -5.9% | 26,585 | -3.9% | 0.10% | 0.0% |
| Q2 2023 | $1,058,548 | -7.5% | 27,660 | -8.5% | 0.10% | -5.8% |
| Q1 2023 | $1,144,773 | -14.2% | 30,237 | -19.3% | 0.10% | -15.4% |
| Q4 2022 | $1,334,647 | -26.3% | 37,448 | -32.8% | 0.12% | -29.3% |
| Q3 2022 | $1,812,000 | -9.7% | 55,707 | +2.8% | 0.17% | -3.3% |
| Q2 2022 | $2,007,000 | -9.7% | 54,207 | +6.7% | 0.18% | +1.7% |
| Q1 2022 | $2,223,000 | +9.5% | 50,799 | +8.4% | 0.18% | +14.2% |
| Q4 2021 | $2,031,000 | +7.6% | 46,881 | +8.4% | 0.16% | +2.0% |
| Q3 2021 | $1,887,000 | -0.9% | 43,256 | +3.8% | 0.15% | +0.7% |
| Q2 2021 | $1,904,000 | -1.5% | 41,675 | -4.3% | 0.15% | -6.2% |
| Q1 2021 | $1,933,000 | -39.2% | 43,570 | -43.6% | 0.16% | -44.3% |
| Q4 2020 | $3,180,000 | +19.0% | 77,295 | +1.9% | 0.29% | +8.2% |
| Q3 2020 | $2,672,000 | -8.9% | 75,820 | -6.6% | 0.27% | -12.2% |
| Q2 2020 | $2,934,000 | +4.3% | 81,215 | -6.9% | 0.30% | -9.8% |
| Q1 2020 | $2,812,000 | -32.2% | 87,195 | -3.8% | 0.34% | -13.8% |
| Q4 2019 | $4,149,000 | +4.9% | 90,645 | -5.4% | 0.39% | +0.8% |
| Q3 2019 | $3,956,000 | -42.8% | 95,776 | -38.1% | 0.39% | -43.2% |
| Q2 2019 | $6,915,000 | +3.5% | 154,846 | +1.6% | 0.68% | +0.6% |
| Q1 2019 | $6,684,000 | +50.4% | 152,463 | +37.8% | 0.68% | +34.5% |
| Q4 2018 | $4,443,000 | +30.6% | 110,655 | +42.1% | 0.50% | +48.5% |
| Q3 2018 | $3,401,000 | +8.9% | 77,873 | +6.9% | 0.34% | -7.4% |
| Q2 2018 | $3,123,000 | -12.8% | 72,863 | -2.8% | 0.37% | -5.2% |
| Q1 2018 | $3,583,000 | +6.9% | 74,940 | +1.4% | 0.39% | +5.2% |
| Q4 2017 | $3,352,000 | +35.5% | 73,922 | +28.5% | 0.37% | +30.0% |
| Q3 2017 | $2,473,000 | +18.7% | 57,528 | +13.1% | 0.28% | +16.9% |
| Q2 2017 | $2,084,000 | +8.4% | 50,846 | +8.0% | 0.24% | +4.3% |
| Q1 2017 | $1,923,000 | +29.2% | 47,079 | +18.1% | 0.23% | +17.8% |
| Q4 2016 | $1,488,000 | – | 39,874 | – | 0.20% | – |
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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% |