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 2023 | $511,265 | +85.1% | 13,641 | +89.0% | 0.26% | +90.4% |
| Q2 2023 | $276,156 | +224.7% | 7,216 | +221.1% | 0.14% | +200.0% |
| Q1 2023 | $85,058 | +65.4% | 2,247 | +55.7% | 0.04% | +50.0% |
| Q4 2022 | $51,425 | +757.1% | 1,443 | +675.8% | 0.03% | +650.0% |
| Q3 2022 | $6,000 | +20.0% | 186 | +47.6% | 0.00% | +33.3% |
| Q2 2022 | $5,000 | 0.0% | 126 | +1.6% | 0.00% | +50.0% |
| Q1 2022 | $5,000 | 0.0% | 124 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 123 | +1.7% | 0.00% | -33.3% |
| Q3 2021 | $5,000 | -87.5% | 121 | -86.1% | 0.00% | -88.0% |
| Q2 2021 | $40,000 | – | 871 | – | 0.02% | – |
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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% |