WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,297 | +3.5% | 561 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $23,472 | +2.9% | 561 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $22,821 | +8.5% | 561 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $21,026 | -2.1% | 561 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $21,470 | +1.1% | 561 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $21,240 | +530900.0% | 561 | +348.8% | 0.00% | – |
| Q4 2022 | $4 | -100.0% | 125 | -61.5% | 0.00% | -100.0% |
| Q3 2022 | $11,000 | -21.4% | 325 | -12.4% | 0.00% | -50.0% |
| Q2 2022 | $14,000 | -93.4% | 371 | -92.6% | 0.00% | -96.1% |
| Q1 2015 | $213,000 | +0.9% | 5,016 | 0.0% | 0.05% | -3.8% |
| Q4 2014 | $211,000 | -12.1% | 5,016 | 0.0% | 0.05% | -17.2% |
| Q3 2014 | $240,000 | -7.7% | 5,016 | 0.0% | 0.06% | -5.9% |
| Q2 2014 | $260,000 | +10.2% | 5,016 | +4.5% | 0.07% | -2.9% |
| Q1 2014 | $236,000 | -3.7% | 4,800 | 0.0% | 0.07% | +2.9% |
| Q4 2013 | $245,000 | – | 4,800 | – | 0.07% | – |
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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% |