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 | $915,562 | +84.1% | 24,428 | +88.0% | 0.03% | -10.0% |
| Q2 2023 | $497,357 | +1.1% | 12,996 | 0.0% | 0.03% | -16.7% |
| Q1 2023 | $492,029 | +1.7% | 12,996 | -4.2% | 0.04% | -5.3% |
| Q4 2022 | $483,706 | +9.7% | 13,572 | 0.0% | 0.04% | -7.3% |
| Q3 2022 | $441,000 | -12.3% | 13,572 | 0.0% | 0.04% | +5.1% |
| Q2 2022 | $503,000 | -15.3% | 13,572 | 0.0% | 0.04% | -2.5% |
| Q1 2022 | $594,000 | +0.3% | 13,572 | -0.7% | 0.04% | 0.0% |
| Q4 2021 | $592,000 | – | 13,670 | – | 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% |