WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $264,759 | +6.2% | 6,993 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $249,234 | +2347.1% | 6,993 | -99.3% | 0.01% | +900.0% |
| Q2 2019 | $10,185 | -98.4% | 1,000,000 | +6877.4% | 0.00% | -98.6% |
| Q3 2018 | $625,878 | +13.2% | 14,332 | +11.1% | 0.07% | -1.4% |
| Q2 2018 | $552,894 | -8.8% | 12,897 | +1.7% | 0.07% | -19.1% |
| Q1 2018 | $606,310 | +8.6% | 12,679 | +3.0% | 0.09% | +11.2% |
| Q4 2017 | $558,440 | +15.1% | 12,314 | +9.1% | 0.08% | +2.6% |
| Q3 2017 | $485,126 | +16.5% | 11,282 | +11.1% | 0.08% | 0.0% |
| Q2 2017 | $416,253 | – | 10,155 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Accredited Investors Inc. | 548,095 | $22,466,000 | 5.81% |
| Cranberry Lake Advisors LLC | 102,658 | $4,208,000 | 2.81% |
| GM Advisory Group, LLC | 208,878 | $8,562,000 | 2.70% |
| McNamara Financial Services, Inc. | 126,484 | $5,185,000 | 2.62% |
| Cornerstone Capital, Inc. | 313,244 | $12,840,000 | 2.44% |
| Private Vista, LLC | 233,902 | $9,992,000 | 2.41% |
| MENLO ADVISORS LLC | 75,910 | $3,111,000 | 2.29% |
| Parkside Advisors LLC | 64,703 | $2,652,000 | 1.89% |
| Fusion Family Wealth LLC | 131,533 | $5,392,000 | 1.85% |
| Camelot Portfolios, LLC | 86,432 | $3,543,000 | 1.75% |