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 | $83,056 | -2.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $84,806 | +1.1% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $83,898 | -70.6% | 2,216 | -72.4% | 0.00% | -71.4% |
| Q4 2022 | $285,690 | +9.5% | 8,016 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $261,000 | -20.2% | 8,016 | -9.4% | 0.01% | -12.5% |
| Q2 2022 | $327,000 | -15.5% | 8,843 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | +184.6% | 8,843 | +143.6% | 0.01% | +100.0% |
| Q3 2016 | $136,000 | +5.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $129,000 | +2.4% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +9.6% | 3,630 | 0.0% | 0.00% | +33.3% |
| Q4 2015 | $115,000 | -5.7% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $122,000 | -22.8% | 3,630 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $158,000 | – | 3,630 | – | 0.00% | – |
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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% |