WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,786 | +21.5% | 26,942 | +24.1% | 0.03% | -43.3% |
| Q2 2023 | $830,880 | +23.9% | 21,711 | +22.6% | 0.06% | +17.6% |
| Q1 2023 | $670,538 | -31.2% | 17,711 | -20.5% | 0.05% | -32.9% |
| Q1 2022 | $974,000 | +68.8% | 22,264 | +67.2% | 0.08% | +81.0% |
| Q4 2021 | $577,000 | – | 13,312 | – | 0.04% | – |
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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% |