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 ↓ |
|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | 59,206 | $2,219,050 | 0.31% |
| GFS Advisors, LLC | 53,853 | $2,018,000 | 0.31% |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 20,584 | $771,503 | 0.30% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 228,764 | $8,574 | 0.29% |
| FLOW TRADERS U.S. LLC | 159,826 | $5,990 | 0.28% |
| Mirador Capital Partners LP | 32,311 | $1,211,006 | 0.28% |
| Financial Partners Group, Inc | 34,894 | $1,303,302 | 0.27% |
| Newbridge Financial Services Group, Inc. | 13,641 | $511,265 | 0.26% |
| Cornerstone Capital, Inc. | 55,880 | $2,094,382 | 0.25% |
| Sharper & Granite LLC | 10,295 | $385,857 | 0.22% |
| Strategic Advocates LLC | 12,682 | $475,321 | 0.22% |
| Evergreen Wealth Solutions, LLC | 5,554 | $208,165 | 0.21% |
| My Legacy Advisors, LLC | 12,836 | $475,940 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 458,748 | $17,193,881 | 0.19% |
| Fernwood Investment Management, LLC | 14,055 | $526,781 | 0.19% |
| OARSMAN CAPITAL, INC. | 11,952 | $447,961 | 0.19% |
| WealthPLAN Partners, LLC | 42,676 | $1,599,497 | 0.19% |
| CWM, LLC | 798,830 | $29,940 | 0.18% |
| Acorn Wealth Advisors, LLC | 7,267 | $272,367 | 0.18% |
| GSA CAPITAL PARTNERS LLP | 55,723 | $2,088 | 0.18% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.