WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,781 | +0.3% | 14,055 | +2.4% | 0.19% | +1.6% |
| Q2 2023 | $525,179 | +1.1% | 13,723 | 0.0% | 0.19% | -6.5% |
| Q1 2023 | $519,553 | +3.2% | 13,723 | -2.8% | 0.20% | -4.3% |
| Q4 2022 | $503,344 | +17.9% | 14,123 | +7.6% | 0.21% | +15.6% |
| Q3 2022 | $427,000 | -12.1% | 13,123 | 0.0% | 0.18% | -13.9% |
| Q2 2022 | $486,000 | -21.0% | 13,123 | -6.6% | 0.21% | -3.2% |
| Q1 2022 | $615,000 | +17.8% | 14,048 | +16.6% | 0.22% | +26.3% |
| Q4 2021 | $522,000 | +2.8% | 12,048 | +3.4% | 0.17% | -2.3% |
| Q3 2021 | $508,000 | +54.4% | 11,648 | +61.8% | 0.18% | +60.6% |
| Q2 2021 | $329,000 | – | 7,198 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 703,801 | $28,630,624 | 4.20% |
| WealthPLAN Partners, LLC | 40,428 | $1,644,611 | 0.17% |
| Montecito Bank & Trust | 12,063 | $490,723 | 0.11% |
| Anchor Investment Management, LLC | 250 | $10,170 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 56 | $2,278 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 62 | $2,522 | 0.00% |
| Global Wealth Strategies & Associates | 1 | $36 | 0.00% |