WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,252,987 | +2.0% | 75,109 | -1.5% | 1.00% | +7.8% |
| Q1 2024 | $3,189,338 | +0.3% | 76,227 | -2.5% | 0.92% | -6.9% |
| Q4 2023 | $3,180,370 | +11.1% | 78,180 | +2.4% | 0.99% | +1.6% |
| Q3 2023 | $2,861,943 | -0.2% | 76,359 | +1.9% | 0.98% | -0.6% |
| Q2 2023 | $2,868,640 | +2.6% | 74,958 | +1.5% | 0.98% | +2.2% |
| Q1 2023 | $2,795,461 | +10.6% | 73,837 | +4.2% | 0.96% | -0.5% |
| Q4 2022 | $2,526,519 | +12.8% | 70,890 | +4.4% | 0.97% | -6.3% |
| Q3 2022 | $2,239,000 | +813.9% | 67,905 | +2.6% | 1.03% | +1416.2% |
| Q2 2022 | $245,000 | -91.5% | 66,207 | +1.3% | 0.07% | -95.0% |
| Q1 2022 | $2,868,000 | +3.7% | 65,336 | +2.4% | 1.37% | +20.4% |
| Q4 2021 | $2,765,000 | – | 63,821 | – | 1.14% | – |
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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% |