WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 288 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,260,090 | -22.2% | 329,256 | -24.8% | 0.35% | -24.5% |
| Q1 2024 | $18,327,582 | -19.9% | 438,040 | -22.2% | 0.46% | -26.5% |
| Q4 2023 | $22,893,261 | -32.0% | 562,765 | -37.4% | 0.63% | -39.6% |
| Q3 2023 | $33,678,441 | +2.3% | 898,571 | +4.4% | 1.04% | +3.7% |
| Q2 2023 | $32,926,234 | +19.0% | 860,367 | +17.7% | 1.00% | +11.7% |
| Q1 2023 | $27,671,116 | +4364.8% | 730,880 | +4102.9% | 0.90% | +4166.7% |
| Q4 2022 | $619,762 | -45.6% | 17,390 | -50.3% | 0.02% | -60.4% |
| Q3 2022 | $1,139,000 | -13.3% | 35,025 | -1.3% | 0.05% | -14.5% |
| Q2 2022 | $1,314,000 | -18.6% | 35,498 | -3.8% | 0.06% | -10.1% |
| Q1 2022 | $1,615,000 | -13.7% | 36,911 | -14.6% | 0.07% | -5.5% |
| Q4 2021 | $1,872,000 | -2.3% | 43,211 | -1.6% | 0.07% | -20.7% |
| Q3 2021 | $1,916,000 | +2.2% | 43,906 | +7.0% | 0.09% | -7.1% |
| Q2 2021 | $1,875,000 | +33.3% | 41,036 | +29.4% | 0.10% | +23.8% |
| Q1 2021 | $1,407,000 | +52.6% | 31,718 | +41.5% | 0.08% | +42.9% |
| Q4 2020 | $922,000 | – | 22,411 | – | 0.06% | – |
Download | ||||||
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% |