WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 203 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,432,834 | -3.1% | 358,400 | -1.0% | 0.01% | 0.0% |
Q2 2023 | $13,858,186 | -1.1% | 362,116 | -2.2% | 0.01% | -8.3% |
Q1 2023 | $14,018,280 | +14.6% | 370,266 | +7.9% | 0.01% | +9.1% |
Q4 2022 | $12,234,308 | +5.4% | 343,275 | -3.8% | 0.01% | -8.3% |
Q3 2022 | $11,612,000 | -17.2% | 356,968 | -5.7% | 0.01% | -14.3% |
Q2 2022 | $14,022,000 | -13.4% | 378,670 | +2.4% | 0.01% | 0.0% |
Q1 2022 | $16,183,000 | -0.6% | 369,823 | -1.6% | 0.01% | +7.7% |
Q4 2021 | $16,278,000 | +163.7% | 375,766 | +165.6% | 0.01% | +116.7% |
Q3 2021 | $6,174,000 | +4.8% | 141,497 | +9.7% | 0.01% | +20.0% |
Q2 2021 | $5,893,000 | +12.9% | 128,995 | +9.7% | 0.01% | 0.0% |
Q1 2021 | $5,218,000 | +38.0% | 117,637 | +28.0% | 0.01% | +25.0% |
Q4 2020 | $3,781,000 | +9.9% | 91,912 | -5.9% | 0.00% | 0.0% |
Q3 2020 | $3,441,000 | -12.3% | 97,650 | -10.1% | 0.00% | -20.0% |
Q2 2020 | $3,923,000 | -34.2% | 108,574 | -41.3% | 0.01% | -44.4% |
Q1 2020 | $5,963,000 | -40.9% | 184,888 | -16.1% | 0.01% | -30.8% |
Q4 2019 | $10,085,000 | +19.3% | 220,350 | +7.7% | 0.01% | +8.3% |
Q3 2019 | $8,455,000 | -27.8% | 204,675 | -21.9% | 0.01% | -29.4% |
Q2 2019 | $11,711,000 | +14.0% | 262,215 | +11.9% | 0.02% | +6.2% |
Q1 2019 | $10,276,000 | +56.4% | 234,389 | +43.2% | 0.02% | +45.5% |
Q4 2018 | $6,571,000 | -17.3% | 163,661 | -10.1% | 0.01% | -8.3% |
Q3 2018 | $7,946,000 | +4.3% | 181,966 | +2.4% | 0.01% | -7.7% |
Q2 2018 | $7,621,000 | -46.7% | 177,760 | -40.6% | 0.01% | -50.0% |
Q1 2018 | $14,306,000 | +21.0% | 299,158 | +14.8% | 0.03% | +18.2% |
Q4 2017 | $11,821,000 | +20.6% | 260,656 | +14.4% | 0.02% | +10.0% |
Q3 2017 | $9,798,000 | -28.3% | 227,870 | -31.7% | 0.02% | -33.3% |
Q2 2017 | $13,668,000 | +31.9% | 333,440 | +31.4% | 0.03% | +25.0% |
Q1 2017 | $10,362,000 | +41.4% | 253,663 | +29.3% | 0.02% | +26.3% |
Q4 2016 | $7,326,000 | -0.2% | 196,206 | +0.4% | 0.02% | -5.0% |
Q3 2016 | $7,343,000 | +48.9% | 195,438 | +40.3% | 0.02% | +33.3% |
Q2 2016 | $4,932,000 | +41.0% | 139,255 | +38.6% | 0.02% | +25.0% |
Q1 2016 | $3,499,000 | +75.7% | 100,466 | +59.6% | 0.01% | +71.4% |
Q4 2015 | $1,991,000 | +5.0% | 62,931 | +11.1% | 0.01% | -12.5% |
Q3 2015 | $1,896,000 | -42.8% | 56,637 | -25.7% | 0.01% | -38.5% |
Q2 2015 | $3,312,000 | -15.7% | 76,268 | -17.5% | 0.01% | -23.5% |
Q1 2015 | $3,929,000 | +34.9% | 92,443 | +33.8% | 0.02% | +21.4% |
Q4 2014 | $2,912,000 | -63.3% | 69,070 | -58.4% | 0.01% | -69.6% |
Q3 2014 | $7,928,000 | -21.7% | 165,929 | -15.0% | 0.05% | -25.8% |
Q2 2014 | $10,125,000 | +35.4% | 195,323 | +28.1% | 0.06% | +21.6% |
Q1 2014 | $7,480,000 | +6.7% | 152,438 | +11.0% | 0.05% | -3.8% |
Q4 2013 | $7,010,000 | +28.1% | 137,370 | +29.7% | 0.05% | +12.8% |
Q3 2013 | $5,473,000 | +42.1% | 105,885 | +32.9% | 0.05% | +30.6% |
Q2 2013 | $3,851,000 | – | 79,675 | – | 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% |