WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,985,091 | +38.1% | 52,964 | +41.0% | 0.03% | +33.3% |
| Q2 2023 | $1,437,536 | +109.6% | 37,563 | +107.3% | 0.02% | +90.9% |
| Q1 2023 | $685,910 | +38.4% | 18,117 | +30.3% | 0.01% | +22.2% |
| Q4 2022 | $495,717 | +22.7% | 13,909 | +12.1% | 0.01% | +12.5% |
| Q3 2022 | $404,000 | +97.1% | 12,407 | +123.8% | 0.01% | +100.0% |
| Q2 2022 | $205,000 | -1.9% | 5,543 | +15.1% | 0.00% | +33.3% |
| Q4 2021 | $209,000 | -6.3% | 4,815 | -1.2% | 0.00% | -25.0% |
| Q2 2021 | $223,000 | -71.3% | 4,874 | -77.9% | 0.00% | -80.0% |
| Q3 2020 | $776,000 | +10.9% | 22,028 | +13.7% | 0.02% | 0.0% |
| Q2 2020 | $700,000 | +14.2% | 19,382 | +2.0% | 0.02% | -9.1% |
| Q1 2020 | $613,000 | -24.3% | 19,008 | +7.4% | 0.02% | -8.3% |
| Q4 2019 | $810,000 | – | 17,701 | – | 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% |