WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,611 | +0.0% | 19,440 | +2.1% | 0.00% | +200.0% |
| Q2 2023 | $728,393 | +9.9% | 19,033 | +8.7% | 0.00% | -92.3% |
| Q1 2023 | $662,701 | +25.6% | 17,504 | +18.2% | 0.01% | +85.7% |
| Q4 2022 | $527,685 | +9.3% | 14,806 | -0.3% | 0.01% | +16.7% |
| Q3 2022 | $483,000 | -12.2% | 14,856 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $550,000 | +3.0% | 14,856 | +21.8% | 0.01% | +16.7% |
| Q1 2022 | $534,000 | +0.9% | 12,199 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $529,000 | -0.6% | 12,199 | 0.0% | 0.01% | -28.6% |
| Q3 2021 | $532,000 | -4.5% | 12,199 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $557,000 | +3.0% | 12,199 | -0.0% | 0.01% | -11.1% |
| Q1 2021 | $541,000 | -3.9% | 12,201 | -10.9% | 0.01% | 0.0% |
| Q4 2020 | $563,000 | +36.7% | 13,697 | +17.1% | 0.01% | +12.5% |
| Q3 2020 | $412,000 | -0.2% | 11,699 | -8.6% | 0.01% | -38.5% |
| Q1 2020 | $413,000 | – | 12,805 | – | 0.01% | – |
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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% |