WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.68 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,720 | +2.8% | 65 | 0.0% | 0.00% | – |
| Q4 2023 | $2,645 | -76.0% | 65 | -81.4% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -50.0% | 350 | -27.1% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | -62.7% | 480 | -72.6% | 0.00% | -80.0% |
| Q3 2015 | $59,000 | -87.1% | 1,754 | -83.3% | 0.01% | -86.1% |
| Q2 2015 | $457,000 | +2946.7% | 10,534 | +2980.1% | 0.04% | +3500.0% |
| Q4 2014 | $15,000 | +7.1% | 342 | +15.2% | 0.00% | 0.0% |
| Q3 2014 | $14,000 | -22.2% | 297 | -12.6% | 0.00% | 0.0% |
| Q2 2014 | $18,000 | -30.8% | 340 | -36.4% | 0.00% | -50.0% |
| Q1 2014 | $26,000 | – | 535 | – | 0.00% | – |
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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% |