PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$28,185
+268.2%
752
+276.0%
0.00%
+300.0%
Q2 2023$7,654
+1.1%
2000.0%0.00%0.0%
Q1 2023$7,572
+108071.4%
2000.0%0.00%0.0%
Q4 2022$7
-99.9%
2000.0%0.00%0.0%
Q3 2022$7,000
-53.3%
200
-51.5%
0.00%
-50.0%
Q2 2022$15,0004120.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders