WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $527,000 | -20.8% | 12,299 | -11.5% | 0.40% | -24.1% |
| Q1 2018 | $665,000 | +3.3% | 13,899 | -2.1% | 0.53% | +4.8% |
| Q4 2017 | $644,000 | +8.6% | 14,199 | +2.9% | 0.50% | +9.1% |
| Q3 2017 | $593,000 | +1.9% | 13,799 | -2.8% | 0.46% | +0.2% |
| Q2 2017 | $582,000 | +1.4% | 14,199 | +1.1% | 0.46% | +1.3% |
| Q1 2017 | $574,000 | +64.5% | 14,049 | +50.3% | 0.45% | +56.7% |
| Q4 2016 | $349,000 | -39.5% | 9,349 | -39.1% | 0.29% | -33.7% |
| Q3 2016 | $577,000 | +0.9% | 15,349 | -5.0% | 0.44% | -6.4% |
| Q2 2016 | $572,000 | +1.8% | 16,149 | 0.0% | 0.47% | -5.5% |
| Q1 2016 | $562,000 | +1.8% | 16,149 | -7.5% | 0.49% | +5.6% |
| Q4 2015 | $552,000 | -52.1% | 17,449 | -49.3% | 0.47% | -50.3% |
| Q3 2015 | $1,152,000 | -26.3% | 34,400 | -4.4% | 0.94% | -14.5% |
| Q2 2015 | $1,563,000 | +1.9% | 36,000 | -0.3% | 1.10% | +8.7% |
| Q1 2015 | $1,534,000 | -0.3% | 36,100 | -1.1% | 1.01% | -2.4% |
| Q4 2014 | $1,539,000 | -56.0% | 36,500 | -50.1% | 1.04% | -15.0% |
| Q3 2014 | $3,498,000 | +84.4% | 73,200 | +100.0% | 1.22% | +2.5% |
| Q2 2014 | $1,897,000 | +5.6% | 36,600 | 0.0% | 1.19% | -4.9% |
| Q1 2014 | $1,796,000 | – | 36,600 | – | 1.25% | – |
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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% |