WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 288 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,717,205 | +10.3% | 224,364 | +6.6% | 0.00% | 0.0% |
| Q1 2024 | $8,808,533 | +7.6% | 210,529 | +4.6% | 0.00% | 0.0% |
| Q4 2023 | $8,189,006 | +10.2% | 201,303 | +1.5% | 0.00% | 0.0% |
| Q3 2023 | $7,430,185 | +15.4% | 198,244 | +17.9% | 0.00% | 0.0% |
| Q2 2023 | $6,436,784 | +15.4% | 168,194 | +14.1% | 0.00% | +50.0% |
| Q1 2023 | $5,580,034 | +61.0% | 147,386 | +51.6% | 0.00% | 0.0% |
| Q4 2022 | $3,465,776 | – | 97,244 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
| All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
| Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
| Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
| TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
| Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
| Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
| Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
| CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
| FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |