WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 246 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211 | -19.5% | 5,517 | -25.1% | 0.02% | -38.2% |
| Q4 2022 | $262 | -99.9% | 7,365 | -50.6% | 0.03% | -44.3% |
| Q3 2022 | $485,000 | -25.4% | 14,915 | -15.0% | 0.06% | -21.8% |
| Q2 2022 | $650,000 | +1.4% | 17,556 | +19.9% | 0.08% | +25.8% |
| Q1 2022 | $641,000 | +0.5% | 14,642 | -0.5% | 0.06% | +1.6% |
| Q4 2021 | $638,000 | -5.3% | 14,716 | -0.3% | 0.06% | -11.6% |
| Q2 2021 | $674,000 | +3.9% | 14,756 | +0.9% | 0.07% | +3.0% |
| Q1 2021 | $649,000 | +130.1% | 14,620 | +82.9% | 0.07% | +71.8% |
| Q3 2020 | $282,000 | -6.6% | 7,995 | -4.5% | 0.04% | -7.1% |
| Q2 2020 | $302,000 | +23.8% | 8,369 | +57.0% | 0.04% | +23.5% |
| Q4 2019 | $244,000 | +12.4% | 5,329 | +1.4% | 0.03% | +6.2% |
| Q3 2019 | $217,000 | +4.3% | 5,253 | +12.8% | 0.03% | 0.0% |
| Q2 2019 | $208,000 | +4.0% | 4,657 | +2.0% | 0.03% | 0.0% |
| Q1 2019 | $200,000 | -1.0% | 4,565 | -9.4% | 0.03% | -15.8% |
| Q4 2018 | $202,000 | -16.9% | 5,036 | -9.5% | 0.04% | -5.0% |
| Q3 2018 | $243,000 | +10.5% | 5,564 | +8.7% | 0.04% | +5.3% |
| Q2 2018 | $220,000 | – | 5,121 | – | 0.04% | – |
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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% |