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 | $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 | $206,781 | – | 5,403 | – | 0.14% | – |
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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% |