WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,616,571 | +19.7% | 83,504 | +15.6% | 0.11% | +11.8% |
| Q1 2024 | $3,021,775 | +137.8% | 72,222 | +128.3% | 0.10% | +117.0% |
| Q4 2023 | $1,270,960 | +82.0% | 31,632 | +69.8% | 0.05% | +42.4% |
| 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 ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |