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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,543 | +8.5% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $7,871 | -2.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,037 | +1.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,951 | +6.2% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,484 | -37.6% | 210 | -37.5% | 0.00% | -33.3% |
| Q2 2022 | $12,000 | -20.0% | 336 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | +66.7% | 336 | +63.9% | 0.00% | +100.0% |
| Q4 2021 | $9,000 | – | 205 | – | 0.00% | – |
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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% |