WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,707 | -1.4% | 7,623 | +0.7% | 0.04% | -2.2% |
| Q2 2023 | $289,683 | +313.8% | 7,569 | +368.4% | 0.05% | +31.4% |
| Q3 2021 | $70,000 | +29.6% | 1,616 | +7.7% | 0.04% | -35.2% |
| Q2 2020 | $54,000 | +12.5% | 1,501 | +1.3% | 0.05% | +42.1% |
| Q1 2020 | $48,000 | -29.4% | 1,482 | +0.1% | 0.04% | -7.3% |
| Q4 2019 | $68,000 | – | 1,480 | – | 0.04% | – |
Download | ||||||
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% |