WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
| 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% |
| Miracle Mile Advisors, LLC | 898,571 | $33,678,441 | 1.04% |
| Cheviot Value Management, LLC | 123,763 | $4,638,625 | 1.03% |
| Apeiron RIA LLC | 76,359 | $2,861,943 | 0.98% |
| Camelot Portfolios, LLC | 25,370 | $950,870 | 0.91% |
| Endowment Wealth Management, Inc. | 23,577 | $883,683 | 0.79% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 29,100 | $1,090,959 | 0.73% |
| ISLAY CAPITAL MANAGEMENT, LLC | 22,309 | $836,141 | 0.70% |
| First City Capital Management, Inc. | 28,906 | $1,083,397 | 0.68% |
| AlphaQ Advisors LLC | 20,648 | $773,887 | 0.67% |
| Old Port Advisors | 43,675 | $1,636,937 | 0.59% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.