WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,083,397 | -1.5% | 28,906 | +0.6% | 0.68% | +4.8% |
Q2 2023 | $1,099,727 | +3.2% | 28,736 | +3.2% | 0.65% | +4.2% |
Q1 2023 | $1,065,454 | +20.1% | 27,855 | +11.9% | 0.62% | +16.7% |
Q4 2022 | $887,151 | +8.7% | 24,892 | -0.8% | 0.53% | -0.7% |
Q3 2022 | $816,000 | +97.1% | 25,082 | +124.2% | 0.54% | +111.0% |
Q2 2022 | $414,000 | -11.7% | 11,188 | +4.5% | 0.26% | -1.2% |
Q1 2022 | $469,000 | -2.3% | 10,708 | +1.4% | 0.26% | -4.4% |
Q4 2021 | $480,000 | -21.8% | 10,558 | -25.0% | 0.27% | -22.0% |
Q3 2021 | $614,000 | +23.5% | 14,078 | +27.5% | 0.35% | +26.7% |
Q2 2021 | $497,000 | – | 11,038 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |