WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 295 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,459 | -2.1% | 2,040 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $78,071 | -15.5% | 2,040 | -16.4% | 0.02% | -19.2% |
| Q1 2023 | $92,378 | +6.2% | 2,440 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $86,962 | +10.1% | 2,440 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $79,000 | -12.2% | 2,440 | 0.0% | 0.03% | -10.3% |
| Q2 2022 | $90,000 | -15.9% | 2,440 | 0.0% | 0.03% | -14.7% |
| Q1 2022 | $107,000 | – | 2,440 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |