WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $386,000 | -82.5% | 8,883 | -82.9% | 0.10% | -81.5% |
| Q1 2015 | $2,208,000 | -43.2% | 51,943 | -43.6% | 0.54% | -43.5% |
| Q4 2014 | $3,885,000 | -21.3% | 92,138 | -10.9% | 0.95% | -23.1% |
| Q3 2014 | $4,939,000 | -6.1% | 103,380 | +1.9% | 1.23% | -2.5% |
| Q2 2014 | $5,261,000 | +17.2% | 101,490 | +10.9% | 1.26% | +21.1% |
| Q1 2014 | $4,488,000 | +10.6% | 91,475 | +15.0% | 1.04% | +12.0% |
| Q4 2013 | $4,058,000 | +2.8% | 79,515 | +4.1% | 0.93% | -4.3% |
| Q3 2013 | $3,949,000 | -78.0% | 76,415 | -79.4% | 0.97% | -79.3% |
| Q2 2013 | $17,940,000 | – | 371,213 | – | 4.71% | – |
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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% |