WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 183 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $209,000 | -5.0% | 4,731 | -1.7% | 0.05% | -24.6% |
| Q4 2019 | $220,000 | +1.9% | 4,811 | -0.9% | 0.06% | -7.6% |
| Q2 2019 | $216,000 | +3.8% | 4,856 | +2.0% | 0.07% | -43.1% |
| Q1 2019 | $208,000 | -13.7% | 4,761 | -20.7% | 0.12% | -24.2% |
| Q4 2018 | $241,000 | -7.3% | 6,007 | +0.7% | 0.15% | +7.0% |
| Q3 2018 | $260,000 | +2.0% | 5,963 | 0.0% | 0.14% | -5.3% |
| Q2 2018 | $255,000 | -15.3% | 5,963 | -5.5% | 0.15% | -16.1% |
| Q1 2018 | $301,000 | -1.0% | 6,309 | -6.1% | 0.18% | -2.2% |
| Q4 2017 | $304,000 | +4.1% | 6,721 | -1.3% | 0.18% | -6.1% |
| Q3 2017 | $292,000 | +8.6% | 6,812 | +3.5% | 0.20% | +2.6% |
| Q2 2017 | $269,000 | -10.0% | 6,584 | -10.2% | 0.19% | -12.8% |
| Q1 2017 | $299,000 | -28.1% | 7,334 | -34.3% | 0.22% | -33.8% |
| Q4 2016 | $416,000 | -24.6% | 11,156 | -24.1% | 0.33% | -27.9% |
| Q3 2016 | $552,000 | +4.0% | 14,696 | -2.0% | 0.46% | -1.9% |
| Q2 2016 | $531,000 | -3.6% | 14,996 | -5.4% | 0.47% | -8.1% |
| Q1 2016 | $551,000 | -3.5% | 15,847 | -12.3% | 0.51% | +2.2% |
| Q4 2015 | $571,000 | -10.1% | 18,066 | -4.8% | 0.50% | -15.9% |
| Q3 2015 | $635,000 | -23.6% | 18,985 | -0.8% | 0.59% | -14.8% |
| Q2 2015 | $831,000 | +2.2% | 19,146 | +0.1% | 0.70% | -2.1% |
| Q1 2015 | $813,000 | -1.0% | 19,135 | -1.8% | 0.71% | -10.4% |
| Q4 2014 | $821,000 | – | 19,486 | – | 0.79% | – |
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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% |