WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232 | -23.7% | 6,180 | -22.3% | 0.00% | 0.0% |
| Q2 2023 | $304 | -43.5% | 7,949 | -44.1% | 0.00% | -50.0% |
| Q1 2023 | $538 | -15.3% | 14,218 | -20.2% | 0.00% | 0.0% |
| Q4 2022 | $635 | -99.7% | 17,819 | +277.1% | 0.00% | +100.0% |
| Q2 2018 | $203,000 | -17.5% | 4,725 | -8.3% | 0.00% | 0.0% |
| Q1 2018 | $246,000 | -39.7% | 5,150 | -39.0% | 0.00% | -50.0% |
| Q2 2013 | $408,000 | – | 8,445 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |