Gateway Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 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
Gateway Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$368,655
+2.6%
8,512
-0.9%
0.11%
-14.0%
Q1 2024$359,277
+13.8%
8,587
+10.7%
0.13%
+1.6%
Q4 2023$315,626
-11.7%
7,759
-18.6%
0.13%
+98.4%
Q3 2023$357,309
+21.3%
9,533
+23.9%
0.06%
+20.8%
Q2 2023$294,5827,6970.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders