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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,940 | +0.2% | 798,830 | +2.3% | 0.18% | -1.1% |
| Q2 2023 | $29,880 | +3.5% | 780,757 | +2.4% | 0.18% | -5.1% |
| Q1 2023 | $28,860 | +14.3% | 762,286 | +7.6% | 0.20% | +4.8% |
| Q4 2022 | $25,253 | -99.9% | 708,547 | +3.0% | 0.19% | +4.5% |
| Q3 2022 | $22,372,000 | +2.4% | 687,739 | +16.5% | 0.18% | +5.3% |
| Q2 2022 | $21,852,000 | -3.5% | 590,108 | +14.0% | 0.17% | +5.0% |
| Q1 2022 | $22,651,000 | +21.2% | 517,619 | +19.9% | 0.16% | +22.0% |
| Q4 2021 | $18,694,000 | +27.7% | 431,534 | +34.7% | 0.13% | +12.8% |
| Q2 2021 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2021 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2020 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q4 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $14,637,000 | 0.0% | 320,431 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $14,637,000 | +3523.0% | 320,431 | +3083.3% | 0.12% | +1070.0% |
| Q4 2018 | $404,000 | +1124.2% | 10,066 | +1238.6% | 0.01% | +900.0% |
| Q3 2018 | $33,000 | +3.1% | 752 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $32,000 | +540.0% | 747 | +355.5% | 0.00% | – |
| Q4 2015 | $5,000 | – | 164 | – | 0.00% | – |
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% |