WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,412 | -31.3% | 1,265 | -29.8% | 0.00% | -20.0% |
| Q2 2023 | $69,000 | +44.1% | 1,803 | +42.5% | 0.01% | +25.0% |
| Q1 2023 | $47,892 | -3.7% | 1,265 | -9.4% | 0.00% | 0.0% |
| Q4 2022 | $49,753 | +10.6% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -13.5% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $52,000 | -14.8% | 1,396 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $61,000 | 0.0% | 1,396 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $61,000 | -39.0% | 1,396 | -38.9% | 0.00% | -50.0% |
| Q3 2021 | $100,000 | -3.8% | 2,284 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $104,000 | +3.0% | 2,284 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $101,000 | +7.4% | 2,284 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $94,000 | +13.3% | 2,284 | -3.1% | 0.01% | 0.0% |
| Q3 2020 | $83,000 | -1.2% | 2,358 | +1.0% | 0.01% | -12.5% |
| Q2 2020 | $84,000 | -32.3% | 2,335 | -39.3% | 0.01% | -42.9% |
| Q1 2020 | $124,000 | -25.3% | 3,846 | +6.1% | 0.01% | -12.5% |
| Q4 2019 | $166,000 | +361.1% | 3,624 | +317.5% | 0.02% | +77.8% |
| Q3 2019 | $36,000 | -59.1% | 868 | -55.8% | 0.01% | 0.0% |
| Q2 2019 | $88,000 | +17.3% | 1,963 | +13.7% | 0.01% | +12.5% |
| Q1 2019 | $75,000 | +27.1% | 1,726 | +16.3% | 0.01% | +14.3% |
| Q4 2018 | $59,000 | -68.1% | 1,484 | -64.9% | 0.01% | -86.5% |
| Q3 2018 | $185,000 | – | 4,226 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Engrave Wealth Partners LLC | 388,968 | $14,578,514 | 4.48% |
| Arden Trust Co | 638,109 | $23,916,331 | 3.98% |
| All Season Financial Advisors, Inc. | 78,383 | $2,937,811 | 2.97% |
| Sutton Wealth Advisors Inc. | 140,211 | $5,255,108 | 2.58% |
| Eagle Strategies LLC | 207,354 | $7,771,655 | 1.91% |
| FFG RETIREMENT ADVISORS LLC | 57,343 | $2,149,216 | 1.78% |
| Bridge Advisory, LLC | 105,691 | $3,961,283 | 1.39% |
| ASPIRIANT, LLC | 599,766 | $22,479,280 | 1.15% |
| INVENIO WEALTH PARTNERS LLC | 31,994 | $1,199,135 | 1.09% |
| Kades & Cheifetz LLC | 35,565 | $1,332,984 | 1.06% |