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 | $8,729,251 | +26.5% | 200,765 | +21.7% | 3.36% | +19.7% |
| Q1 2024 | $6,900,831 | -1.3% | 164,934 | -4.1% | 2.81% | +3.0% |
| Q4 2023 | $6,993,785 | +847.7% | 171,922 | +966.2% | 2.73% | +543.4% |
| Q4 2019 | $738,000 | -45.0% | 16,124 | -50.4% | 0.42% | -51.5% |
| Q3 2019 | $1,343,000 | +1.6% | 32,522 | +7.8% | 0.88% | -2.8% |
| Q2 2019 | $1,322,000 | 0.0% | 30,159 | 0.0% | 0.90% | 0.0% |
| Q1 2019 | $1,322,000 | +19.1% | 30,159 | +9.1% | 0.90% | +0.3% |
| Q4 2018 | $1,110,000 | – | 27,647 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 236,360 | $8,826,000 | 7.57% |
| Accredited Investors Inc. | 650,773 | $24,300,000 | 6.29% |
| Private Vista, LLC | 433,019 | $17,111,000 | 4.98% |
| XPONANCE, INC. | 337,637 | $13,088,000 | 3.53% |
| Fusion Family Wealth LLC | 130,522 | $5,077,000 | 2.98% |
| McNamara Financial Services, Inc. | 138,428 | $5,169,000 | 2.84% |
| GM Advisory Group, LLC | 177,755 | $6,637,000 | 2.32% |
| Cornerstone Capital, Inc. | 269,557 | $10,065,000 | 2.15% |
| Cranberry Lake Advisors LLC | 89,265 | $3,333,000 | 2.12% |
| Parkside Advisors LLC | 66,530 | $2,484,000 | 1.88% |