WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100,688 | -1.6% | 2,686 | +0.4% | 0.01% | 0.0% |
Q2 2023 | $102,326 | +48.6% | 2,674 | +47.1% | 0.01% | +33.3% |
Q1 2023 | $68,838 | +5.8% | 1,818 | -0.4% | 0.01% | -10.0% |
Q4 2022 | $65,085 | +6.7% | 1,826 | -2.3% | 0.01% | 0.0% |
Q3 2022 | $61,000 | -11.6% | 1,869 | -0.1% | 0.01% | -9.1% |
Q2 2022 | $69,000 | -14.8% | 1,871 | +1.2% | 0.01% | -8.3% |
Q1 2022 | $81,000 | +22.7% | 1,849 | +20.7% | 0.01% | +20.0% |
Q4 2021 | $66,000 | -2.9% | 1,532 | -1.8% | 0.01% | -9.1% |
Q3 2021 | $68,000 | -40.9% | 1,560 | -38.0% | 0.01% | -45.0% |
Q2 2021 | $115,000 | +23.7% | 2,516 | +19.8% | 0.02% | +11.1% |
Q1 2021 | $93,000 | -49.5% | 2,100 | -53.0% | 0.02% | -53.8% |
Q4 2020 | $184,000 | +253.8% | 4,464 | +204.9% | 0.04% | +200.0% |
Q3 2020 | $52,000 | -29.7% | 1,464 | -28.6% | 0.01% | -40.9% |
Q2 2020 | $74,000 | +335.3% | 2,051 | +290.7% | 0.02% | +144.4% |
Q1 2020 | $17,000 | -29.2% | 525 | 0.0% | 0.01% | -18.2% |
Q4 2019 | $24,000 | +14.3% | 525 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $21,000 | -8.7% | 525 | 0.0% | 0.01% | -8.3% |
Q2 2019 | $23,000 | 0.0% | 525 | 0.0% | 0.01% | -14.3% |
Q1 2019 | $23,000 | – | 525 | – | 0.01% | – |
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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% |