Financial Advocates Investment Management - WISDOMTREE TR ownership

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
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$604,000
+177.1%
6,505
-5.9%
0.05%
+138.1%
Q2 2020$218,000
-67.1%
6,916
-54.4%
0.02%
-71.6%
Q3 2018$663,000
-36.1%
15,158
-37.7%
0.07%
-41.3%
Q2 2018$1,037,000
-11.5%
24,314
-0.8%
0.13%
-17.1%
Q1 2018$1,172,000
-24.1%
24,505
-28.0%
0.15%
-28.0%
Q4 2017$1,544,00034,0440.21%
Other shareholders
WISDOMTREE TR shareholders Q4 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