WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $285,707 | -1.4% | 7,623 | +0.7% | 0.04% | -2.2% |
Q2 2023 | $289,683 | +313.8% | 7,569 | +368.4% | 0.05% | +31.4% |
Q3 2021 | $70,000 | +29.6% | 1,616 | +7.7% | 0.04% | -35.2% |
Q2 2020 | $54,000 | +12.5% | 1,501 | +1.3% | 0.05% | +42.1% |
Q1 2020 | $48,000 | -29.4% | 1,482 | +0.1% | 0.04% | -7.3% |
Q4 2019 | $68,000 | – | 1,480 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |