RVW Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
RVW Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$67,651
-73.7%
1,805
-77.3%
0.01%
-86.7%
Q1 2020$257,000
-80.9%
7,954
-73.0%
0.06%
-79.7%
Q4 2019$1,348,000
+10.4%
29,455
-0.3%
0.30%
+1.7%
Q3 2019$1,221,00029,5450.29%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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