WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,193,881 | -68.0% | 458,748 | -67.3% | 0.19% | -68.7% |
| Q2 2023 | $53,655,994 | -0.4% | 1,402,039 | -1.5% | 0.61% | -7.1% |
| Q1 2023 | $53,881,780 | +3.5% | 1,423,186 | -2.6% | 0.66% | -5.0% |
| Q4 2022 | $52,084,000 | -27.2% | 1,461,392 | -33.6% | 0.70% | -36.8% |
| Q3 2022 | $71,574,000 | -9.4% | 2,200,252 | +3.1% | 1.10% | -7.7% |
| Q2 2022 | $79,012,000 | -15.5% | 2,133,738 | -0.3% | 1.19% | -7.3% |
| Q1 2022 | $93,533,000 | +0.7% | 2,139,516 | -0.2% | 1.28% | -8.1% |
| Q4 2021 | $92,870,000 | +3.0% | 2,143,822 | +3.7% | 1.40% | -6.9% |
| Q3 2021 | $90,162,000 | -3.8% | 2,068,023 | +0.8% | 1.50% | -11.6% |
| Q2 2021 | $93,705,000 | +4.3% | 2,051,865 | +1.3% | 1.70% | -11.8% |
| Q1 2021 | $89,813,000 | +15.6% | 2,025,442 | +7.1% | 1.93% | +4.4% |
| Q4 2020 | $77,705,000 | -1.8% | 1,891,043 | -15.8% | 1.85% | +45.6% |
| Q3 2020 | $79,136,000 | +17.2% | 2,246,046 | +20.1% | 1.27% | -34.8% |
| Q2 2020 | $67,523,000 | +7.8% | 1,870,641 | -3.7% | 1.95% | +4.2% |
| Q1 2020 | $62,640,000 | -28.1% | 1,943,017 | +2.1% | 1.87% | -7.5% |
| Q4 2019 | $87,132,000 | +16.1% | 1,903,780 | +4.7% | 2.02% | -33.5% |
| Q3 2019 | $75,073,000 | -0.6% | 1,818,803 | +7.6% | 3.04% | -8.8% |
| Q2 2019 | $75,495,000 | +7.4% | 1,690,446 | +5.5% | 3.33% | -10.9% |
| Q1 2019 | $70,279,000 | +670.1% | 1,603,078 | +581.8% | 3.74% | +143.5% |
| Q4 2018 | $9,126,000 | – | 235,111 | – | 1.53% | – |
Download | ||||||
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% |