WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $265 | -96.2% | 7 | -95.7% | 0.00% | – |
| Q3 2017 | $7,000 | -97.0% | 163 | -97.4% | 0.00% | -100.0% |
| Q4 2016 | $236,000 | +2.6% | 6,331 | +3.5% | 0.01% | 0.0% |
| Q3 2016 | $230,000 | +6.0% | 6,116 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $217,000 | +1.9% | 6,116 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $213,000 | -46.9% | 6,116 | -49.0% | 0.01% | -46.7% |
| Q3 2015 | $401,000 | -22.9% | 11,981 | 0.0% | 0.02% | -16.7% |
| Q2 2015 | $520,000 | +0.2% | 11,981 | -1.9% | 0.02% | +5.9% |
| Q1 2015 | $519,000 | +5.1% | 12,218 | +4.3% | 0.02% | 0.0% |
| Q4 2014 | $494,000 | -19.7% | 11,718 | -9.0% | 0.02% | -19.0% |
| Q3 2014 | $615,000 | -8.8% | 12,875 | -1.0% | 0.02% | -4.5% |
| Q2 2014 | $674,000 | -78.4% | 13,008 | -79.6% | 0.02% | -78.8% |
| Q1 2014 | $3,123,000 | -5.5% | 63,628 | -1.7% | 0.10% | -6.3% |
| Q4 2013 | $3,304,000 | +11.9% | 64,743 | +13.4% | 0.11% | +3.7% |
| Q3 2013 | $2,953,000 | -1.9% | 57,113 | -8.3% | 0.11% | -6.1% |
| Q2 2013 | $3,010,000 | – | 62,268 | – | 0.11% | – |
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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% |