WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,244 | +52.2% | 300 | +55.4% | 0.00% | – |
Q2 2023 | $7,386 | -85.3% | 193 | -85.4% | 0.00% | – |
Q1 2023 | $50,088 | -8.7% | 1,323 | -14.1% | 0.00% | – |
Q4 2022 | $54,886 | +12.0% | 1,540 | +3.4% | 0.00% | – |
Q3 2022 | $49,000 | -73.9% | 1,490 | -70.7% | 0.00% | – |
Q2 2022 | $188,000 | -23.0% | 5,090 | -8.6% | 0.00% | – |
Q1 2022 | $244,000 | +4.3% | 5,570 | +3.2% | 0.00% | – |
Q4 2021 | $234,000 | -2.1% | 5,395 | -1.8% | 0.00% | – |
Q3 2021 | $239,000 | -5.9% | 5,495 | -1.3% | 0.00% | – |
Q2 2021 | $254,000 | +10.9% | 5,570 | +7.7% | 0.00% | – |
Q1 2021 | $229,000 | +4.6% | 5,170 | -2.8% | 0.00% | – |
Q4 2020 | $219,000 | -14.5% | 5,320 | -26.6% | 0.00% | – |
Q3 2020 | $256,000 | -26.2% | 7,245 | -24.7% | 0.00% | – |
Q2 2020 | $347,000 | +67.6% | 9,622 | +50.1% | 0.00% | – |
Q1 2020 | $207,000 | +404.9% | 6,410 | +600.5% | 0.00% | – |
Q4 2019 | $41,000 | +10.8% | 915 | 0.0% | 0.00% | – |
Q3 2019 | $37,000 | -69.4% | 915 | -66.8% | 0.00% | – |
Q2 2019 | $121,000 | -50.2% | 2,759 | -50.9% | 0.00% | – |
Q1 2019 | $243,000 | +27.9% | 5,614 | +18.0% | 0.00% | – |
Q4 2018 | $190,000 | +102.1% | 4,758 | +120.2% | 0.00% | – |
Q3 2018 | $94,000 | -23.0% | 2,161 | -23.8% | 0.00% | – |
Q2 2018 | $122,000 | -9.6% | 2,836 | 0.0% | 0.00% | – |
Q1 2018 | $135,000 | -96.6% | 2,836 | -97.0% | 0.00% | -100.0% |
Q4 2014 | $4,024,000 | -31.9% | 95,512 | -22.8% | 0.00% | -50.0% |
Q3 2014 | $5,906,000 | -11.4% | 123,675 | -3.9% | 0.00% | -20.0% |
Q2 2014 | $6,669,000 | +51.0% | 128,716 | +42.9% | 0.01% | +66.7% |
Q1 2014 | $4,416,000 | -72.7% | 90,045 | -71.6% | 0.00% | -75.0% |
Q4 2013 | $16,175,000 | -61.9% | 317,017 | -61.4% | 0.01% | -61.3% |
Q3 2013 | $42,407,000 | – | 820,527 | – | 0.03% | – |
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% |