Western Wealth Management, LLC - WISDOMTREE TR ownership

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
Western Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$749,882
+21.6%
17,314
+17.5%
0.06%
+16.7%
Q1 2024$616,532
+8.1%
14,736
+5.1%
0.05%
+17.1%
Q4 2023$570,439
-18.6%
14,023
-25.0%
0.04%
-30.5%
Q3 2023$701,00318,7030.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders