WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $89,100 | -57.4% | 2,500 | -47.8% | 0.01% | -65.6% |
| Q1 2022 | $209,000 | +1.0% | 4,787 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $207,000 | +30.2% | 4,787 | +31.0% | 0.03% | -23.8% |
| Q3 2021 | $159,000 | -4.8% | 3,653 | 0.0% | 0.04% | +13.5% |
| Q2 2021 | $167,000 | +17.6% | 3,653 | +13.8% | 0.04% | +15.6% |
| Q1 2021 | $142,000 | +7.6% | 3,211 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $132,000 | – | 3,211 | – | 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% |