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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $444,625 | -2.1% | 11,863 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $453,997 | +1.1% | 11,863 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $449,133 | +6.2% | 11,863 | 0.0% | 0.11% | -5.9% |
| Q4 2022 | $422,797 | +9.5% | 11,863 | 0.0% | 0.12% | +0.8% |
| Q3 2022 | $386,000 | +53.8% | 11,863 | +75.2% | 0.12% | +68.6% |
| Q2 2022 | $251,000 | – | 6,773 | – | 0.07% | – |
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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% |