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 | $279,573 | +6.7% | 7,459 | -7.6% | 0.02% | 0.0% |
Q3 2022 | $262,000 | -14.7% | 8,075 | -2.7% | 0.02% | -27.3% |
Q2 2022 | $307,000 | -11.3% | 8,300 | +4.9% | 0.03% | -5.7% |
Q1 2022 | $346,000 | +3.0% | 7,916 | +2.0% | 0.04% | +6.1% |
Q4 2021 | $336,000 | -3.2% | 7,760 | -2.5% | 0.03% | -10.8% |
Q3 2021 | $347,000 | -3.3% | 7,963 | +1.1% | 0.04% | -7.5% |
Q2 2021 | $359,000 | +2.9% | 7,877 | +0.0% | 0.04% | -7.0% |
Q1 2021 | $349,000 | +6.4% | 7,874 | -1.5% | 0.04% | -4.4% |
Q4 2020 | $328,000 | +21.0% | 7,996 | +4.0% | 0.04% | +2.3% |
Q3 2020 | $271,000 | +8.8% | 7,690 | +11.5% | 0.04% | -2.2% |
Q2 2020 | $249,000 | +21.5% | 6,896 | +8.1% | 0.04% | -2.2% |
Q1 2020 | $205,000 | -38.1% | 6,378 | -11.9% | 0.05% | -23.3% |
Q4 2019 | $331,000 | +42.7% | 7,241 | +28.7% | 0.06% | +33.3% |
Q3 2019 | $232,000 | -73.3% | 5,627 | -70.0% | 0.04% | -70.8% |
Q2 2019 | $868,000 | +1.3% | 18,746 | +0.8% | 0.15% | -6.1% |
Q1 2019 | $857,000 | – | 18,599 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |