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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,289 | +8.3% | 18,631 | +10.6% | 0.03% | 0.0% |
| Q2 2023 | $644,840 | +18.3% | 16,850 | +17.1% | 0.03% | +3.1% |
| Q1 2023 | $544,970 | +158.0% | 14,394 | +142.9% | 0.03% | +128.6% |
| Q4 2022 | $211,216 | -40.5% | 5,926 | -26.9% | 0.01% | -44.0% |
| Q1 2022 | $355,000 | +34.0% | 8,104 | +40.0% | 0.02% | -30.6% |
| Q4 2019 | $265,000 | +21.0% | 5,789 | +9.4% | 0.04% | +5.9% |
| Q3 2019 | $219,000 | -29.8% | 5,294 | -24.2% | 0.03% | -32.0% |
| Q2 2019 | $312,000 | +45.1% | 6,984 | +47.7% | 0.05% | -28.6% |
| Q4 2017 | $215,000 | – | 4,730 | – | 0.07% | – |
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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% |