WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $305,000 | -36.2% | 9,102 | -17.3% | 0.09% | -29.7% |
| Q2 2015 | $478,000 | -1.8% | 11,005 | -3.9% | 0.13% | +2.4% |
| Q1 2015 | $487,000 | +38.0% | 11,454 | +36.8% | 0.12% | +31.6% |
| Q4 2014 | $353,000 | -11.8% | 8,375 | 0.0% | 0.10% | -9.5% |
| Q3 2014 | $400,000 | +6.4% | 8,375 | +15.6% | 0.10% | +8.2% |
| Q2 2014 | $376,000 | +21.7% | 7,246 | +15.2% | 0.10% | +15.5% |
| Q1 2014 | $309,000 | -3.7% | 6,290 | -0.1% | 0.08% | -3.4% |
| Q4 2013 | $321,000 | +4.6% | 6,295 | +5.9% | 0.09% | +1.2% |
| Q3 2013 | $307,000 | – | 5,946 | – | 0.09% | – |
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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% |