WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,458 | +3.7% | 10,818 | +5.9% | 0.02% | +5.3% |
| Q2 2023 | $391,062 | +0.5% | 10,218 | -0.5% | 0.02% | -20.8% |
| Q1 2023 | $388,974 | +5.0% | 10,274 | -1.1% | 0.02% | -7.7% |
| Q4 2022 | $370,366 | +8.6% | 10,392 | -1.0% | 0.03% | -7.1% |
| Q3 2022 | $341,000 | -8.6% | 10,493 | +4.2% | 0.03% | -9.7% |
| Q2 2022 | $373,000 | -14.8% | 10,071 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $438,000 | -0.9% | 9,998 | -2.0% | 0.03% | -6.1% |
| Q4 2021 | $442,000 | – | 10,200 | – | 0.03% | – |
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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% |