WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,659 | +82.5% | 151 | +86.4% | 0.00% | – |
| Q2 2023 | $3,100 | +1.1% | 81 | 0.0% | 0.00% | – |
| Q1 2023 | $3,067 | +102133.3% | 81 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.9% | 81 | -40.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 135 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 135 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -14.3% | 135 | -10.0% | 0.00% | – |
| Q2 2021 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -28.6% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | -86.3% | 150 | -87.3% | 0.00% | -100.0% |
| Q3 2018 | $51,000 | -15.0% | 1,177 | -26.5% | 0.00% | -50.0% |
| Q4 2016 | $60,000 | – | 1,602 | – | 0.00% | – |
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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% |