WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,927 | -2.1% | 6,775 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $259,279 | +1.1% | 6,775 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $256,503 | +6.2% | 6,775 | 0.0% | 0.02% | +12.5% |
| Q4 2022 | $241,461 | +9.8% | 6,775 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $220,000 | -12.4% | 6,775 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $251,000 | -15.2% | 6,775 | 0.0% | 0.02% | -10.0% |
| Q1 2022 | $296,000 | +1.0% | 6,775 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $293,000 | -1.0% | 6,775 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $296,000 | -7.2% | 6,775 | -2.9% | 0.02% | -8.7% |
| Q2 2021 | $319,000 | +3.2% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $309,000 | +7.7% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $287,000 | +16.7% | 6,975 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $246,000 | -2.4% | 6,975 | 0.0% | 0.02% | -12.5% |
| Q2 2020 | $252,000 | +12.0% | 6,975 | 0.0% | 0.02% | -4.0% |
| Q1 2020 | $225,000 | -29.5% | 6,975 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $319,000 | +8.5% | 6,975 | -2.1% | 0.02% | +4.2% |
| Q3 2019 | $294,000 | -7.5% | 7,125 | 0.0% | 0.02% | -14.3% |
| Q2 2019 | $318,000 | +1.9% | 7,125 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $312,000 | +1.0% | 7,125 | -7.5% | 0.03% | -12.5% |
| Q4 2018 | $309,000 | -5.8% | 7,700 | +2.5% | 0.03% | +10.3% |
| Q3 2018 | $328,000 | -4.4% | 7,509 | -6.1% | 0.03% | -12.1% |
| Q2 2018 | $343,000 | -10.2% | 7,994 | 0.0% | 0.03% | -10.8% |
| Q1 2018 | $382,000 | +5.2% | 7,994 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $363,000 | +14.9% | 7,994 | +8.9% | 0.04% | +15.6% |
| Q3 2017 | $316,000 | +5.0% | 7,344 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $301,000 | -3.8% | 7,344 | -4.2% | 0.03% | -8.6% |
| Q1 2017 | $313,000 | +52.7% | 7,669 | +39.6% | 0.04% | +59.1% |
| Q4 2016 | $205,000 | – | 5,494 | – | 0.02% | – |
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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% |