WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,459 | -2.1% | 2,040 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $78,071 | -15.5% | 2,040 | -16.4% | 0.02% | -19.2% |
| Q1 2023 | $92,378 | +6.2% | 2,440 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $86,962 | +10.1% | 2,440 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $79,000 | -12.2% | 2,440 | 0.0% | 0.03% | -10.3% |
| Q2 2022 | $90,000 | -15.9% | 2,440 | 0.0% | 0.03% | -14.7% |
| Q1 2022 | $107,000 | – | 2,440 | – | 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% |