WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $281,000 | +7.7% | 6,412 | -1.7% | 0.21% | -5.5% |
| Q4 2018 | $261,000 | -32.0% | 6,522 | -25.9% | 0.22% | -21.5% |
| Q3 2018 | $384,000 | +1.9% | 8,803 | 0.0% | 0.28% | -0.7% |
| Q2 2018 | $377,000 | -13.7% | 8,803 | -3.8% | 0.28% | -15.4% |
| Q1 2018 | $437,000 | -8.8% | 9,146 | -13.4% | 0.33% | -4.0% |
| Q4 2017 | $479,000 | +7.2% | 10,564 | +1.5% | 0.35% | +2.1% |
| Q3 2017 | $447,000 | -0.4% | 10,404 | -5.1% | 0.34% | -4.0% |
| Q2 2017 | $449,000 | -3.2% | 10,967 | -3.6% | 0.35% | -9.3% |
| Q1 2017 | $464,000 | +9.2% | 11,378 | -0.3% | 0.39% | +10.5% |
| Q4 2016 | $425,000 | +0.5% | 11,407 | +1.3% | 0.35% | -1.9% |
| Q3 2016 | $423,000 | -1.2% | 11,262 | -6.9% | 0.36% | -5.5% |
| Q2 2016 | $428,000 | +2.1% | 12,100 | +0.5% | 0.38% | -3.6% |
| Q1 2016 | $419,000 | +10.0% | 12,045 | 0.0% | 0.39% | +3.4% |
| Q4 2015 | $381,000 | -30.3% | 12,045 | -26.4% | 0.38% | -34.0% |
| Q3 2015 | $547,000 | -21.7% | 16,367 | +1.6% | 0.58% | -12.0% |
| Q2 2015 | $699,000 | +1.0% | 16,115 | -1.1% | 0.66% | -0.2% |
| Q1 2015 | $692,000 | +6.0% | 16,287 | +5.0% | 0.66% | +8.6% |
| Q4 2014 | $653,000 | -12.3% | 15,512 | -0.6% | 0.60% | -12.3% |
| Q3 2014 | $745,000 | -12.7% | 15,601 | -5.2% | 0.69% | -8.9% |
| Q2 2014 | $853,000 | +6.4% | 16,464 | +0.7% | 0.76% | +0.5% |
| Q1 2014 | $802,000 | +3.1% | 16,350 | +7.3% | 0.75% | +5.2% |
| Q4 2013 | $778,000 | – | 15,237 | – | 0.72% | – |
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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% |