WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,439 | -49.4% | 5,990 | -51.1% | 0.11% | -49.5% |
| Q1 2024 | $512,803 | -12.2% | 12,256 | -14.6% | 0.22% | -8.1% |
| Q4 2023 | $583,839 | -33.5% | 14,352 | -38.7% | 0.24% | -55.2% |
| Q3 2023 | $878,025 | -12.3% | 23,426 | -10.5% | 0.52% | +2.1% |
| Q2 2023 | $1,001,399 | +1.6% | 26,167 | +0.5% | 0.51% | -5.2% |
| Q1 2023 | $985,899 | +6.3% | 26,041 | +0.1% | 0.54% | +0.9% |
| Q4 2022 | $927,063 | +791.4% | 26,012 | +712.4% | 0.54% | +764.5% |
| Q3 2022 | $104,000 | +60.0% | 3,202 | +88.0% | 0.06% | +63.2% |
| Q2 2022 | $65,000 | +712.5% | 1,703 | +890.1% | 0.04% | +660.0% |
| Q1 2022 | $8,000 | +300.0% | 172 | +282.2% | 0.01% | +400.0% |
| Q4 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -90.9% | 45 | -90.7% | 0.00% | -92.9% |
| Q2 2021 | $22,000 | -38.9% | 483 | -40.7% | 0.01% | -48.1% |
| Q1 2021 | $36,000 | -50.0% | 814 | -56.3% | 0.03% | -49.1% |
| Q4 2020 | $72,000 | +125.0% | 1,864 | +106.7% | 0.05% | +112.0% |
| Q3 2020 | $32,000 | +3.2% | 902 | +6.9% | 0.02% | +19.0% |
| Q2 2020 | $31,000 | +19.2% | 844 | +3.7% | 0.02% | -4.5% |
| Q1 2020 | $26,000 | – | 814 | – | 0.02% | – |
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% |