WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $137,000 | +17.1% | 3,320 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $117,000 | -2.5% | 3,320 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $120,000 | +27.7% | 3,320 | +13.7% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | -29.9% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $134,000 | +10.7% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $121,000 | -6.9% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $130,000 | +1.6% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $128,000 | +9.4% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $117,000 | -8.6% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $128,000 | +2.4% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $125,000 | -10.7% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $140,000 | – | 2,920 | +729.5% | 0.00% | – |
| Q1 2013 | $0 | – | 352 | – | 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% |