WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,229,106 | -8.7% | 59,475 | -7.3% | 0.56% | -5.1% |
| Q2 2023 | $2,441,037 | -16.4% | 64,137 | -16.8% | 0.59% | -19.4% |
| Q1 2023 | $2,918,492 | +1.5% | 77,086 | -4.4% | 0.73% | -4.6% |
| Q4 2022 | $2,875,290 | +9.2% | 80,676 | -0.3% | 0.76% | +0.7% |
| Q3 2022 | $2,632,000 | -21.3% | 80,901 | -10.4% | 0.76% | -20.1% |
| Q2 2022 | $3,345,000 | -13.9% | 90,335 | +1.7% | 0.95% | -10.1% |
| Q1 2022 | $3,887,000 | +0.6% | 88,817 | -0.4% | 1.06% | +4.7% |
| Q4 2021 | $3,862,000 | -0.9% | 89,161 | -0.2% | 1.01% | -5.7% |
| Q3 2021 | $3,899,000 | -5.8% | 89,361 | -1.4% | 1.07% | -6.4% |
| Q2 2021 | $4,140,000 | -0.1% | 90,623 | -10.0% | 1.14% | -9.7% |
| Q1 2021 | $4,143,000 | +9.1% | 100,716 | -6.5% | 1.26% | -1.7% |
| Q4 2020 | $3,797,000 | -0.7% | 107,758 | -0.6% | 1.29% | -0.5% |
| Q3 2020 | $3,822,000 | -4.9% | 108,446 | -2.5% | 1.29% | -10.0% |
| Q2 2020 | $4,020,000 | +20.0% | 111,258 | +7.1% | 1.44% | +4.5% |
| Q1 2020 | $3,351,000 | -29.2% | 103,901 | +0.4% | 1.38% | -21.7% |
| Q4 2019 | $4,734,000 | +0.6% | 103,437 | -1.9% | 1.76% | -8.0% |
| Q3 2019 | $4,707,000 | -3.6% | 105,397 | -5.4% | 1.91% | -6.4% |
| Q2 2019 | $4,885,000 | +7.3% | 111,426 | -1.7% | 2.04% | -3.5% |
| Q1 2019 | $4,553,000 | -8.5% | 113,400 | -0.5% | 2.12% | +0.7% |
| Q4 2018 | $4,978,000 | 0.0% | 113,988 | 0.0% | 2.10% | +0.2% |
| Q3 2018 | $4,978,000 | +1.1% | 113,988 | -0.8% | 2.10% | -3.2% |
| Q2 2018 | $4,924,000 | -12.1% | 114,859 | -1.9% | 2.17% | -15.1% |
| Q1 2018 | $5,600,000 | +2.8% | 117,101 | -2.5% | 2.55% | +1.6% |
| Q4 2017 | $5,448,000 | +5.0% | 120,135 | -0.5% | 2.51% | +0.5% |
| Q3 2017 | $5,191,000 | +0.1% | 120,726 | -4.6% | 2.50% | -4.7% |
| Q2 2017 | $5,185,000 | -4.0% | 126,484 | -4.3% | 2.62% | -7.0% |
| Q1 2017 | $5,399,000 | +4.4% | 132,174 | -4.5% | 2.82% | -0.5% |
| Q4 2016 | $5,169,000 | -2.6% | 138,428 | -2.0% | 2.84% | -4.3% |
| Q3 2016 | $5,307,000 | +3.0% | 141,266 | -2.8% | 2.96% | -1.8% |
| Q2 2016 | $5,150,000 | +1.6% | 145,385 | -0.1% | 3.02% | -2.2% |
| Q1 2016 | $5,069,000 | – | 145,526 | – | 3.09% | – |
Download | ||||||
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% |