WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,170 | +8.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $9,370 | -2.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,568 | +1.1% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,465 | +6.2% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,910 | -63.3% | 250 | -66.5% | 0.00% | -75.0% |
| Q3 2022 | $24,276 | -9.7% | 746 | +2.8% | 0.00% | 0.0% |
| Q2 2022 | $26,890 | -14.3% | 726 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $31,392 | +1.5% | 717 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $30,913 | +0.2% | 714 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $30,836 | -3.2% | 707 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $31,866 | +1610.5% | 698 | +1561.9% | 0.00% | – |
| Q1 2021 | $1,863 | -38.0% | 42 | -42.5% | 0.00% | -100.0% |
| Q4 2020 | $3,003 | +16.7% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,573 | -37.5% | 73 | -36.0% | 0.00% | 0.0% |
| Q2 2020 | $4,119 | -57.4% | 114 | -62.0% | 0.00% | -50.0% |
| Q1 2020 | $9,675 | -29.5% | 300 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $13,731 | -16.9% | 300 | -25.0% | 0.00% | -25.0% |
| Q3 2019 | $16,524 | -47.1% | 400 | -42.9% | 0.00% | -42.9% |
| Q2 2019 | $31,262 | -24.9% | 700 | -26.3% | 0.01% | -30.0% |
| Q1 2019 | $41,648 | +9.2% | 950 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $38,143 | -20.6% | 950 | -13.6% | 0.01% | 0.0% |
| Q3 2018 | $48,037 | +1.9% | 1,100 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $47,157 | -10.4% | 1,100 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $52,602 | +5.4% | 1,100 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $49,885 | +5.5% | 1,100 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $47,300 | +4.9% | 1,100 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $45,089 | +0.3% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $44,935 | +9.4% | 1,100 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $41,074 | -14.9% | 1,100 | -14.4% | 0.02% | -21.1% |
| Q3 2016 | $48,277 | +6.1% | 1,285 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $45,515 | +12.2% | 1,285 | +10.3% | 0.02% | +5.9% |
| Q1 2016 | $40,577 | – | 1,165 | – | 0.02% | – |
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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% |