Endowment Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$883,683
+12.8%
23,577
+15.1%
0.79%
+10.4%
Q2 2023$783,672
+4.7%
20,477
+3.6%
0.72%
-4.5%
Q1 2023$748,51719,7710.75%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders