WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,284,096 | +10.8% | 167,665 | +13.2% | 0.32% | +10.5% |
| Q2 2023 | $5,669,624 | +13.3% | 148,148 | +12.1% | 0.28% | +5.6% |
| Q1 2023 | $5,004,550 | +242.8% | 132,186 | +222.7% | 0.27% | +210.3% |
| Q4 2022 | $1,459,889 | +74.6% | 40,962 | +59.3% | 0.09% | +64.2% |
| Q3 2022 | $836,000 | – | 25,714 | – | 0.05% | – |
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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% |