WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,281 | +24.9% | 301 | +27.5% | 0.00% | – |
| Q2 2023 | $9,032 | +112800.0% | 236 | +9.8% | 0.00% | – |
| Q1 2023 | $8 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 215 | -0.5% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 216 | -0.9% | 0.00% | – |
| Q2 2022 | $8,000 | -20.0% | 218 | -1.4% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 221 | -1.3% | 0.00% | – |
| Q4 2021 | $10,000 | -56.5% | 224 | -57.3% | 0.00% | -100.0% |
| Q3 2021 | $23,000 | -45.2% | 524 | -43.3% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +180.0% | 924 | +180.0% | 0.00% | – |
| Q1 2021 | $15,000 | +66.7% | 330 | +49.3% | 0.00% | – |
| Q4 2020 | $9,000 | -10.0% | 221 | -18.5% | 0.00% | – |
| Q3 2020 | $10,000 | -84.6% | 271 | -85.0% | 0.00% | -100.0% |
| Q2 2020 | $65,000 | +3150.0% | 1,806 | +2308.0% | 0.00% | – |
| Q1 2020 | $2,000 | -60.0% | 75 | -31.8% | 0.00% | – |
| Q4 2019 | $5,000 | -44.4% | 110 | -47.6% | 0.00% | -100.0% |
| Q3 2019 | $9,000 | -10.0% | 210 | -3.7% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +25.0% | 218 | +17.8% | 0.00% | – |
| Q1 2019 | $8,000 | +300.0% | 185 | +311.1% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | -84.6% | 45 | -84.7% | 0.00% | -100.0% |
| Q2 2018 | $13,000 | +1200.0% | 294 | +1737.5% | 0.00% | – |
| Q4 2015 | $1,000 | -96.0% | 16 | -97.3% | 0.00% | -100.0% |
| Q2 2015 | $25,000 | -13.8% | 587 | +3.0% | 0.00% | -60.0% |
| Q4 2013 | $29,000 | – | 570 | – | 0.01% | – |
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% |