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 | $4,560,990 | -3.5% | 121,691 | -1.4% | 0.18% | -5.8% |
| Q2 2023 | $4,725,216 | +3.3% | 123,470 | +2.2% | 0.19% | -4.0% |
| Q1 2023 | $4,575,183 | +12.1% | 120,845 | +5.5% | 0.20% | +3.1% |
| Q4 2022 | $4,082,099 | +20.8% | 114,537 | +10.3% | 0.19% | +8.5% |
| Q3 2022 | $3,379,000 | -3.6% | 103,858 | +9.8% | 0.18% | -3.8% |
| Q2 2022 | $3,504,000 | -7.8% | 94,614 | +9.0% | 0.18% | -2.6% |
| Q1 2022 | $3,800,000 | +13.3% | 86,822 | +12.1% | 0.19% | +12.5% |
| Q4 2021 | $3,355,000 | +7.5% | 77,444 | +8.2% | 0.17% | -5.6% |
| Q3 2021 | $3,122,000 | +2.0% | 71,562 | +6.8% | 0.18% | -3.8% |
| Q2 2021 | $3,060,000 | +23.7% | 66,978 | +20.1% | 0.18% | -6.6% |
| Q1 2021 | $2,473,000 | +19.8% | 55,756 | +11.1% | 0.20% | +26.1% |
| Q4 2020 | $2,064,000 | +21.4% | 50,172 | +4.0% | 0.16% | +8.3% |
| Q3 2020 | $1,700,000 | +1.6% | 48,242 | +4.1% | 0.14% | -7.1% |
| Q2 2020 | $1,674,000 | +24.5% | 46,344 | +11.1% | 0.16% | +6.1% |
| Q1 2020 | $1,345,000 | -46.0% | 41,698 | -23.3% | 0.15% | -46.4% |
| Q4 2019 | $2,490,000 | +23.9% | 54,397 | +11.8% | 0.27% | +12.8% |
| Q3 2019 | $2,010,000 | +19.6% | 48,649 | +29.2% | 0.24% | +11.0% |
| Q2 2019 | $1,681,000 | +25.6% | 37,646 | +23.3% | 0.22% | +12.3% |
| Q1 2019 | $1,338,000 | +67.5% | 30,526 | +53.3% | 0.20% | +43.4% |
| Q4 2018 | $799,000 | -10.6% | 19,907 | -2.7% | 0.14% | -13.9% |
| Q3 2018 | $894,000 | +4.8% | 20,465 | +2.9% | 0.16% | -1.2% |
| Q2 2018 | $853,000 | -8.7% | 19,896 | +1.9% | 0.16% | -13.5% |
| Q1 2018 | $934,000 | +9.9% | 19,525 | +4.2% | 0.18% | +1.6% |
| Q4 2017 | $850,000 | +16.8% | 18,736 | +10.7% | 0.18% | +8.3% |
| Q3 2017 | $728,000 | +16.7% | 16,931 | +11.3% | 0.17% | +10.5% |
| Q2 2017 | $624,000 | +7.6% | 15,211 | +7.0% | 0.15% | +4.8% |
| Q1 2017 | $580,000 | +12.4% | 14,210 | +2.8% | 0.14% | +14.2% |
| Q4 2016 | $516,000 | +25.5% | 13,819 | +26.2% | 0.13% | +18.7% |
| Q3 2016 | $411,000 | +25.3% | 10,951 | +18.1% | 0.11% | +24.4% |
| Q2 2016 | $328,000 | +2.8% | 9,273 | +1.2% | 0.09% | +11.7% |
| Q1 2016 | $319,000 | +27.1% | 9,159 | +15.6% | 0.08% | +26.2% |
| Q4 2015 | $251,000 | +10.6% | 7,923 | +17.0% | 0.06% | +13.0% |
| Q3 2015 | $227,000 | -52.9% | 6,771 | -38.9% | 0.05% | -51.8% |
| Q2 2015 | $482,000 | +6.6% | 11,090 | +4.3% | 0.11% | +3.7% |
| Q1 2015 | $452,000 | +14.4% | 10,633 | +13.5% | 0.11% | +12.5% |
| Q4 2014 | $395,000 | +37.6% | 9,371 | +55.8% | 0.10% | +39.1% |
| Q3 2014 | $287,000 | -6.8% | 6,016 | +1.3% | 0.07% | -9.2% |
| Q2 2014 | $308,000 | +23.2% | 5,939 | +16.3% | 0.08% | +15.2% |
| Q1 2014 | $250,000 | – | 5,105 | – | 0.07% | – |
Download | ||||||
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% |