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 | $1,660,808 | -58.1% | 38,347 | -59.5% | 0.00% | -50.0% |
| Q1 2024 | $3,960,240 | +57.6% | 94,652 | +53.2% | 0.01% | +20.0% |
| Q4 2023 | $2,513,495 | -6.4% | 61,787 | -13.7% | 0.01% | -28.6% |
| Q3 2023 | $2,684,767 | +3531.2% | 71,632 | +4408.0% | 0.01% | – |
| Q2 2023 | $73,936 | -67.7% | 1,589 | -73.7% | 0.00% | -100.0% |
| Q1 2023 | $228,637 | -80.4% | 6,039 | -81.6% | 0.00% | -83.3% |
| Q4 2022 | $1,169,028 | -46.9% | 32,801 | -44.8% | 0.01% | -62.5% |
| Q2 2022 | $2,200,000 | -52.7% | 59,421 | -44.1% | 0.02% | -59.0% |
| Q1 2022 | $4,651,000 | -14.5% | 106,275 | -15.4% | 0.04% | -7.1% |
| Q4 2021 | $5,441,000 | +29.0% | 125,604 | +29.9% | 0.04% | -20.8% |
| Q3 2021 | $4,218,000 | +473.9% | 96,677 | +500.9% | 0.05% | +562.5% |
| Q2 2021 | $735,000 | -29.8% | 16,089 | -31.8% | 0.01% | -52.9% |
| Q1 2021 | $1,047,000 | +26075.0% | 23,600 | +22592.3% | 0.02% | – |
| Q4 2020 | $4,000 | -99.5% | 104 | -99.6% | 0.00% | -100.0% |
| Q2 2020 | $851,000 | +294.0% | 23,546 | +250.8% | 0.01% | +33.3% |
| Q1 2020 | $216,000 | -92.3% | 6,712 | -89.1% | 0.01% | -89.8% |
| Q4 2019 | $2,809,000 | – | 61,370 | – | 0.09% | – |
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% |