Eagle Strategies LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 274 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
Eagle Strategies LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,771,655
+5.0%
207,354
+7.2%
1.91%
+6.3%
Q2 2023$7,399,233
+9.2%
193,343
+8.0%
1.80%
+6.3%
Q1 2023$6,775,313
+65.9%
178,957
+56.1%
1.69%
+38.7%
Q4 2022$4,084,674
+36.5%
114,609
+41.9%
1.22%
+11.9%
Q2 2022$2,992,00080,7901.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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