Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7
-12.5%
2000.0%0.00%0.0%
Q2 2023$8
-82.2%
200
-83.2%
0.00%
-85.7%
Q1 2023$45
+7.1%
1,1900.0%0.01%0.0%
Q4 2022$42
-99.9%
1,1900.0%0.01%
-12.5%
Q3 2022$39,000
-11.4%
1,1900.0%0.01%0.0%
Q2 2022$44,000
+388.9%
1,190
+495.0%
0.01%
+700.0%
Q1 2022$9,000
+800.0%
200
+700.0%
0.00%
Q4 2019$1,0000.0%250.0%0.00%
Q3 2019$1,0000.0%250.0%0.00%
Q2 2019$1,0000.0%250.0%0.00%
Q1 2019$1,0000.0%250.0%0.00%
Q4 2018$1,000
-92.3%
25
-91.9%
0.00%
-100.0%
Q3 2018$13,0000.0%3090.0%0.00%0.0%
Q2 2018$13,000
-13.3%
3090.0%0.00%
-20.0%
Q1 2018$15,000
+7.1%
3090.0%0.01%0.0%
Q4 2017$14,000
-17.6%
309
-21.0%
0.01%
-16.7%
Q3 2017$17,000
+6.2%
3910.0%0.01%0.0%
Q2 2017$16,0000.0%3910.0%0.01%0.0%
Q1 2017$16,000
+6.7%
3910.0%0.01%0.0%
Q4 2016$15,0000.0%3910.0%0.01%
-14.3%
Q3 2016$15,000
+7.1%
3910.0%0.01%0.0%
Q2 2016$14,0000.0%3910.0%0.01%0.0%
Q1 2016$14,000
+16.7%
3910.0%0.01%
+16.7%
Q4 2015$12,000
-7.7%
3910.0%0.01%
-14.3%
Q3 2015$13,000
-23.5%
3910.0%0.01%
-22.2%
Q2 2015$17,0000.0%3910.0%0.01%0.0%
Q1 2015$17,000
+6.2%
3910.0%0.01%0.0%
Q4 2014$16,000
-5.9%
391
+6.8%
0.01%
-10.0%
Q3 2014$17,000
-10.5%
3660.0%0.01%
-9.1%
Q2 2014$19,000
+5.6%
3660.0%0.01%0.0%
Q1 2014$18,000
-5.3%
3660.0%0.01%
-15.4%
Q4 2013$19,0003660.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders