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 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 | $1,544,000 | – | 34,044 | – | 0.21% | – |
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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% |