WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,708 | -3.4% | 453 | 0.0% | 0.00% | – |
| Q2 2023 | $17,291 | +0.8% | 453 | 0.0% | 0.00% | – |
| Q1 2023 | $17,146 | -87.0% | 453 | -87.8% | 0.00% | – |
| Q4 2022 | $131,751 | -0.9% | 3,701 | -9.3% | 0.00% | -100.0% |
| Q3 2022 | $133,000 | -16.4% | 4,081 | -5.1% | 0.00% | 0.0% |
| Q2 2022 | $159,000 | -15.4% | 4,301 | -0.2% | 0.00% | 0.0% |
| Q1 2022 | $188,000 | +5.0% | 4,309 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $179,000 | – | 4,129 | – | 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% |