WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,104 | -0.5% | 10,489 | +1.6% | 0.04% | +2.5% |
| Q2 2023 | $395,003 | -8.1% | 10,322 | -41.3% | 0.04% | +66.7% |
| Q1 2023 | $429,615 | +190.8% | 17,599 | +324.5% | 0.02% | +242.9% |
| Q4 2022 | $147,756 | -52.9% | 4,146 | -57.1% | 0.01% | -63.2% |
| Q3 2022 | $314,000 | +5.0% | 9,655 | +18.6% | 0.02% | -29.6% |
| Q2 2022 | $299,000 | -32.4% | 8,143 | -19.3% | 0.03% | +8.0% |
| Q1 2022 | $442,000 | +75.4% | 10,092 | +73.5% | 0.02% | +19.0% |
| Q4 2021 | $252,000 | +54.6% | 5,818 | +58.4% | 0.02% | +61.5% |
| Q1 2021 | $163,000 | +608.7% | 3,672 | +561.6% | 0.01% | +550.0% |
| Q4 2020 | $23,000 | – | 555 | – | 0.00% | – |
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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% |