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 | $698,289 | +8.3% | 18,631 | +10.6% | 0.03% | 0.0% |
| Q2 2023 | $644,840 | +18.3% | 16,850 | +17.1% | 0.03% | +3.1% |
| Q1 2023 | $544,970 | +158.0% | 14,394 | +142.9% | 0.03% | +128.6% |
| Q4 2022 | $211,216 | -40.5% | 5,926 | -26.9% | 0.01% | -44.0% |
| Q1 2022 | $355,000 | +34.0% | 8,104 | +40.0% | 0.02% | -30.6% |
| Q4 2019 | $265,000 | +21.0% | 5,789 | +9.4% | 0.04% | +5.9% |
| Q3 2019 | $219,000 | -29.8% | 5,294 | -24.2% | 0.03% | -32.0% |
| Q2 2019 | $312,000 | +45.1% | 6,984 | +47.7% | 0.05% | -28.6% |
| Q4 2017 | $215,000 | – | 4,730 | – | 0.07% | – |
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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% |