WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 238 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is 3.97 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $278,052 | +4.1% | 6,420 | +0.1% | 0.05% | +4.3% |
| Q1 2024 | $267,155 | +5.8% | 6,411 | +3.3% | 0.05% | 0.0% |
| Q4 2023 | $252,582 | +8.6% | 6,209 | +0.0% | 0.05% | -2.1% |
| Q3 2023 | $232,599 | -1.9% | 6,206 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $237,071 | +1.2% | 6,194 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $234,263 | +6.2% | 6,188 | +0.0% | 0.05% | +2.1% |
| Q4 2022 | $220,491 | +9.7% | 6,187 | +0.1% | 0.05% | 0.0% |
| Q3 2022 | $201,000 | -27.2% | 6,182 | -2.1% | 0.05% | -6.0% |
| Q2 2022 | $276,000 | 0.0% | 6,315 | -0.0% | 0.05% | 0.0% |
| Q1 2022 | $276,000 | -44.8% | 6,317 | -46.7% | 0.05% | -74.6% |
| Q4 2014 | $500,000 | -70.3% | 11,844 | -66.4% | 0.20% | -71.0% |
| Q3 2014 | $1,685,000 | -36.1% | 35,275 | -30.7% | 0.68% | -37.2% |
| Q2 2014 | $2,636,000 | -5.6% | 50,870 | -10.6% | 1.08% | -7.7% |
| Q1 2014 | $2,792,000 | -19.4% | 56,899 | -16.2% | 1.17% | -25.4% |
| Q4 2013 | $3,465,000 | -11.2% | 67,925 | -10.0% | 1.57% | -23.3% |
| Q3 2013 | $3,903,000 | -15.7% | 75,459 | -21.2% | 2.05% | -29.4% |
| Q2 2013 | $4,630,000 | -39.1% | 95,794 | -31.2% | 2.90% | -48.2% |
| Q1 2013 | $7,601,000 | -0.6% | 139,309 | +4.1% | 5.60% | -21.0% |
| Q4 2012 | $7,645,000 | – | 133,795 | – | 7.09% | – |
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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% |