Birchcreek Wealth Management, LLC - WISDOMTREE TR ownership

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
Birchcreek Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$662,965
-14.4%
15,307
-17.3%
0.37%
-8.4%
Q1 2024$774,559
+9.8%
18,512
+6.7%
0.41%
-3.6%
Q4 2023$705,685
+32.0%
17,347
+21.6%
0.42%
+16.3%
Q3 2023$534,767
+158.6%
14,268
+164.1%
0.36%
+152.1%
Q2 2023$206,7815,4030.14%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Arden Trust Co 894,415$38,737,1165.41%
All Season Financial Advisors, Inc. 85,807$3,716,3193.37%
Private Wealth Advisors, LLC 200,765$8,729,2513.36%
Williams Financial, LLC 96,106$4,162,3452.77%
TMD Wealth Management, LLC 251,954$10,912,1072.39%
Eagle Strategies LLC 252,395$10,931,2122.09%
Clayton Financial Group LLC 103,326$4,323,1521.87%
Bridge Advisory, LLC 70,746$3,064,0121.51%
CUSTOM INDEX SYSTEMS, LLC 58,604$2,538,1391.46%
FFG RETIREMENT ADVISORS LLC 36,383$1,575,7481.10%
View complete list of WISDOMTREE TR shareholders