NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$806,195
-1.4%
21,510
+0.7%
0.08%0.0%
Q2 2023$817,447
+1.6%
21,360
+0.5%
0.08%
-10.5%
Q1 2023$804,714
+11.3%
21,255
+4.8%
0.10%
+5.6%
Q4 2022$723,136
+14.6%
20,290
+4.7%
0.09%
+13.9%
Q3 2022$631,000
-8.8%
19,385
+3.7%
0.08%
-11.2%
Q2 2022$692,000
-12.6%
18,690
+3.2%
0.09%
+6.0%
Q1 2022$792,000
+43.0%
18,105
+41.4%
0.08%
+42.4%
Q4 2021$554,000
+58.3%
12,800
+59.5%
0.06%
+43.9%
Q3 2021$350,000
+6.1%
8,025
+10.9%
0.04%
+5.1%
Q2 2021$330,000
+15.8%
7,235
+12.5%
0.04%
+5.4%
Q1 2021$285,000
+26.1%
6,430
+16.9%
0.04%
+15.6%
Q4 2020$226,000
+193.5%
5,500
+150.6%
0.03%
+166.7%
Q3 2020$77,000
+63.8%
2,195
+67.6%
0.01%
+50.0%
Q2 2020$47,000
+2250.0%
1,310
+3642.9%
0.01%
+700.0%
Q2 2015$2,000
+100.0%
350.0%0.00%
Q1 2015$1,0000.0%350.0%0.00%
Q4 2014$1,000
-96.6%
35
-94.3%
0.00%
-100.0%
Q3 2014$29,0006160.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders