Stonehage Fleming Financial Services Holdings Ltd - WISDOMTREE TR ownership

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
Stonehage Fleming Financial Services Holdings Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$43,0000.0%1,0000.0%0.01%0.0%
Q1 2015$43,000
+2.4%
1,0000.0%0.01%0.0%
Q4 2014$42,0001,0000.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Fusion Family Wealth LLC 149,868$67,966,00016.97%
Pension Partners, LLC 329$14,927,0009.23%
Accredited Investors Inc. 480,262$21,780,0006.02%
XPONANCE, INC. 185,860$9,307,0005.58%
Cranberry Lake Advisors LLC 109,600$4,970,0003.18%
Cornerstone Capital, Inc. 369,405$16,753,0002.84%
GM Advisory Group, LLC 218,184$9,895,0002.69%
McNamara Financial Services, Inc. 120,135$5,448,0002.51%
MENLO ADVISORS LLC 74,565$3,381,0002.45%
Private Vista, LLC 155,092$7,034,0002.11%
View complete list of WISDOMTREE TR shareholders