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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,718,000 | -30.3% | 37,544 | -37.1% | 0.77% | -40.8% |
| Q3 2019 | $2,465,000 | -20.2% | 59,681 | -13.7% | 1.30% | -23.9% |
| Q2 2019 | $3,089,000 | +4.7% | 69,160 | +2.7% | 1.70% | +1.8% |
| Q1 2019 | $2,951,000 | +10.2% | 67,315 | +0.9% | 1.68% | +2.3% |
| Q4 2018 | $2,679,000 | +8.1% | 66,735 | +17.6% | 1.64% | -1.1% |
| Q3 2018 | $2,479,000 | +1.1% | 56,757 | -0.8% | 1.66% | -4.6% |
| Q2 2018 | $2,452,000 | -10.7% | 57,194 | -0.4% | 1.74% | -11.3% |
| Q1 2018 | $2,746,000 | -0.2% | 57,421 | -5.3% | 1.96% | +1.1% |
| Q4 2017 | $2,751,000 | +2.9% | 60,657 | -2.4% | 1.94% | +2.2% |
| Q3 2017 | $2,673,000 | +0.8% | 62,158 | -3.9% | 1.89% | +0.3% |
| Q2 2017 | $2,652,000 | -3.5% | 64,703 | -3.8% | 1.89% | -5.1% |
| Q1 2017 | $2,748,000 | +10.6% | 67,268 | +1.1% | 1.99% | +6.2% |
| Q4 2016 | $2,484,000 | -2.2% | 66,530 | -1.6% | 1.88% | 0.0% |
| Q3 2016 | $2,541,000 | +2.1% | 67,641 | -3.7% | 1.88% | +6.5% |
| Q2 2016 | $2,488,000 | +2.9% | 70,243 | +1.2% | 1.76% | +4.0% |
| Q1 2016 | $2,418,000 | +19.8% | 69,436 | +15.2% | 1.69% | +13.0% |
| Q4 2015 | $2,018,000 | -0.1% | 60,262 | -0.2% | 1.50% | 0.0% |
| Q3 2015 | $2,021,000 | -30.3% | 60,360 | -9.6% | 1.50% | -24.5% |
| Q2 2015 | $2,900,000 | +5.3% | 66,764 | +3.0% | 1.98% | +4.4% |
| Q1 2015 | $2,754,000 | +14.8% | 64,802 | +13.8% | 1.90% | +9.6% |
| Q4 2014 | $2,400,000 | -8.8% | 56,927 | +3.4% | 1.73% | -10.2% |
| Q3 2014 | $2,632,000 | -7.5% | 55,080 | +0.3% | 1.93% | -4.9% |
| Q2 2014 | $2,846,000 | +12.0% | 54,902 | +6.0% | 2.03% | +4.1% |
| Q1 2014 | $2,541,000 | +38.3% | 51,778 | +43.8% | 1.95% | +29.8% |
| Q4 2013 | $1,837,000 | – | 36,004 | – | 1.50% | – |
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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% |