Ameliora Wealth Management Ltd. - 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
Ameliora Wealth Management Ltd. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10,607
-2.1%
2830.0%0.01%
-14.3%
Q2 2023$10,830
+1.1%
2830.0%0.01%
+16.7%
Q1 2023$10,714
+6.2%
2830.0%0.01%
+20.0%
Q4 2022$10,086
-54.2%
283
-58.2%
0.01%
-58.3%
Q3 2022$22,0006770.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders