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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $176,000 | -15.0% | 4,742 | +0.1% | 0.04% | -7.7% |
| Q1 2022 | $207,000 | -34.1% | 4,736 | -34.6% | 0.04% | -13.3% |
| Q4 2021 | $314,000 | -2.5% | 7,237 | -1.9% | 0.04% | +7.1% |
| Q3 2021 | $322,000 | -7.5% | 7,374 | -3.1% | 0.04% | -4.5% |
| Q2 2021 | $348,000 | -39.1% | 7,612 | -40.8% | 0.04% | -42.1% |
| Q1 2021 | $571,000 | -5.0% | 12,863 | -11.9% | 0.08% | -8.4% |
| Q4 2020 | $601,000 | +14.9% | 14,603 | -1.6% | 0.08% | +5.1% |
| Q3 2020 | $523,000 | -22.9% | 14,834 | -20.9% | 0.08% | -28.8% |
| Q2 2020 | $678,000 | -68.8% | 18,758 | -72.2% | 0.11% | -72.6% |
| Q1 2020 | $2,176,000 | -33.6% | 67,469 | -5.7% | 0.40% | -16.8% |
| Q4 2019 | $3,276,000 | -9.4% | 71,579 | -18.2% | 0.49% | -8.8% |
| Q3 2019 | $3,616,000 | -6.6% | 87,524 | +1.0% | 0.53% | +2.7% |
| Q2 2019 | $3,871,000 | – | 86,686 | – | 0.52% | – |
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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% |