Ameliora Wealth Management Ltd. - WISDOMTREE TR ownership

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
Ameliora Wealth Management Ltd. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10,607
-2.1%
2830.0%0.01%
-14.3%
Q2 2023$10,830
+1.1%
2830.0%0.01%
+16.7%
Q1 2023$10,714
+6.2%
2830.0%0.01%
+20.0%
Q4 2022$10,086
-54.2%
283
-58.2%
0.01%
-58.3%
Q3 2022$22,0006770.01%
Other shareholders
WISDOMTREE TR shareholders Q4 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