WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,189 | -3.4% | 17,268 | -1.3% | 0.02% | -4.0% |
| Q2 2023 | $669,680 | +2.8% | 17,499 | +1.7% | 0.02% | -7.4% |
| Q1 2023 | $651,429 | +6.6% | 17,206 | +0.4% | 0.03% | -6.9% |
| Q4 2022 | $611,002 | -13.7% | 17,144 | -21.3% | 0.03% | -21.6% |
| Q3 2022 | $708,000 | -10.7% | 21,779 | +1.7% | 0.04% | -11.9% |
| Q2 2022 | $793,000 | -17.7% | 21,414 | -2.8% | 0.04% | -6.7% |
| Q1 2022 | $964,000 | -4.6% | 22,038 | -5.5% | 0.04% | 0.0% |
| Q4 2021 | $1,011,000 | -21.4% | 23,331 | -20.9% | 0.04% | -31.8% |
| Q3 2021 | $1,287,000 | -12.0% | 29,488 | -7.9% | 0.07% | -15.4% |
| Q2 2021 | $1,463,000 | -0.5% | 32,034 | -3.4% | 0.08% | -8.2% |
| Q1 2021 | $1,470,000 | -36.1% | 33,148 | -40.7% | 0.08% | -41.0% |
| Q4 2020 | $2,301,000 | +0.7% | 55,929 | -13.8% | 0.14% | -15.8% |
| Q3 2020 | $2,286,000 | +4.5% | 64,858 | +7.1% | 0.17% | -9.5% |
| Q2 2020 | $2,188,000 | +31.7% | 60,546 | +17.5% | 0.19% | +3.3% |
| Q1 2020 | $1,661,000 | -35.7% | 51,507 | -8.7% | 0.18% | -26.2% |
| Q4 2019 | $2,583,000 | +43.9% | 56,428 | +29.9% | 0.25% | +29.2% |
| Q3 2019 | $1,795,000 | +19.0% | 43,455 | +28.7% | 0.19% | +13.6% |
| Q2 2019 | $1,508,000 | +19.5% | 33,764 | +17.3% | 0.17% | +15.8% |
| Q1 2019 | $1,262,000 | +18.3% | 28,778 | +8.3% | 0.15% | +5.0% |
| Q4 2018 | $1,067,000 | -53.7% | 26,577 | -49.6% | 0.14% | -54.1% |
| Q3 2018 | $2,305,000 | -17.0% | 52,775 | -18.5% | 0.30% | -26.1% |
| Q2 2018 | $2,776,000 | +11.7% | 64,747 | +24.6% | 0.41% | +2.2% |
| Q1 2018 | $2,485,000 | +8.8% | 51,959 | +3.1% | 0.40% | +2.6% |
| Q4 2017 | $2,285,000 | +19.7% | 50,386 | +13.5% | 0.39% | +11.7% |
| Q3 2017 | $1,909,000 | +8.2% | 44,390 | +3.1% | 0.35% | +4.5% |
| Q2 2017 | $1,765,000 | +65.7% | 43,069 | +65.3% | 0.34% | +61.8% |
| Q1 2017 | $1,065,000 | -2.4% | 26,062 | -10.8% | 0.21% | -4.6% |
| Q4 2016 | $1,091,000 | -0.5% | 29,217 | +0.1% | 0.22% | -18.1% |
| Q3 2016 | $1,097,000 | +1.0% | 29,193 | -4.8% | 0.26% | -8.3% |
| Q2 2016 | $1,086,000 | -14.8% | 30,664 | -16.2% | 0.29% | -15.7% |
| Q1 2016 | $1,274,000 | +6.8% | 36,577 | -3.0% | 0.34% | +2.1% |
| Q4 2015 | $1,193,000 | -5.0% | 37,702 | +0.5% | 0.34% | -11.6% |
| Q3 2015 | $1,256,000 | +69.3% | 37,504 | +114.8% | 0.38% | +49.6% |
| Q2 2015 | $742,000 | – | 17,458 | – | 0.25% | – |
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% |