WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $688,000 | +11.1% | 15,862 | +11.7% | 0.04% | 0.0% |
| Q3 2021 | $619,000 | +10.9% | 14,197 | +16.1% | 0.04% | +8.1% |
| Q2 2021 | $558,000 | +1.6% | 12,230 | -1.2% | 0.04% | -5.1% |
| Q1 2021 | $549,000 | +10.5% | 12,374 | +2.3% | 0.04% | +2.6% |
| Q4 2020 | $497,000 | +16.4% | 12,095 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $427,000 | -2.3% | 12,095 | 0.0% | 0.04% | -7.3% |
| Q2 2020 | $437,000 | – | 12,095 | – | 0.04% | – |
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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% |