WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,644,611 | +2.8% | 40,428 | -5.3% | 0.17% | -9.1% |
Q3 2023 | $1,599,497 | -6.4% | 42,676 | -4.5% | 0.19% | -23.1% |
Q2 2023 | $1,709,712 | -2.1% | 44,675 | -3.2% | 0.24% | +21.6% |
Q1 2023 | $1,746,974 | -0.6% | 46,143 | -0.3% | 0.20% | +61.8% |
Q4 2022 | $1,758,102 | -0.6% | 46,278 | +6.8% | 0.12% | 0.0% |
Q1 2022 | $1,768,000 | -9.0% | 43,336 | +0.7% | 0.12% | -3.9% |
Q4 2021 | $1,942,000 | +3.5% | 43,041 | +0.3% | 0.13% | +2.4% |
Q3 2021 | $1,876,000 | +1.5% | 42,919 | +4.8% | 0.12% | -3.8% |
Q2 2021 | $1,849,000 | -2.4% | 40,970 | -3.1% | 0.13% | -11.6% |
Q1 2021 | $1,895,000 | -0.8% | 42,294 | -7.5% | 0.15% | -9.3% |
Q4 2020 | $1,910,000 | +8.5% | 45,734 | -0.8% | 0.16% | -5.8% |
Q3 2020 | $1,761,000 | -1.4% | 46,086 | -0.4% | 0.17% | -7.0% |
Q2 2020 | $1,786,000 | +13.0% | 46,282 | +0.7% | 0.18% | -9.8% |
Q1 2020 | $1,580,000 | -18.6% | 45,965 | +4.8% | 0.20% | -10.5% |
Q4 2019 | $1,942,000 | +1.1% | 43,867 | -1.2% | 0.23% | -12.6% |
Q3 2019 | $1,920,000 | +7.9% | 44,385 | +3.7% | 0.26% | -2.2% |
Q2 2019 | $1,780,000 | -3.8% | 42,784 | -1.8% | 0.27% | -7.3% |
Q1 2019 | $1,851,000 | +0.4% | 43,570 | +2.0% | 0.29% | -2.7% |
Q4 2018 | $1,844,000 | +8.2% | 42,695 | +1.5% | 0.30% | -4.5% |
Q3 2018 | $1,705,000 | -22.6% | 42,072 | -18.2% | 0.31% | -31.2% |
Q2 2018 | $2,204,000 | -5.0% | 51,416 | +5.9% | 0.45% | -11.2% |
Q1 2018 | $2,321,000 | +113.9% | 48,549 | +102.8% | 0.51% | +75.5% |
Q4 2017 | $1,085,000 | +27025.0% | 23,940 | +23840.0% | 0.29% | – |
Q2 2016 | $4,000 | -33.3% | 100 | -50.0% | 0.00% | – |
Q4 2015 | $6,000 | -50.0% | 200 | -27.3% | 0.00% | -100.0% |
Q2 2015 | $12,000 | +71.4% | 275 | +57.1% | 0.01% | +66.7% |
Q1 2015 | $7,000 | – | 175 | – | 0.00% | – |
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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% |