WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,075,106 | +12.5% | 295,354 | +14.8% | 0.02% | -11.1% |
Q2 2023 | $9,848,475 | +6.6% | 257,210 | +5.5% | 0.02% | +5.9% |
Q1 2023 | $9,239,324 | +19.9% | 243,903 | +12.9% | 0.02% | +6.2% |
Q4 2022 | $7,705,106 | +104.7% | 216,070 | +86.8% | 0.02% | +77.8% |
Q3 2022 | $3,764,000 | -13.3% | 115,668 | -1.3% | 0.01% | -10.0% |
Q2 2022 | $4,339,000 | -22.4% | 117,166 | -8.3% | 0.01% | -9.1% |
Q1 2022 | $5,592,000 | +7.4% | 127,797 | +6.4% | 0.01% | +10.0% |
Q4 2021 | $5,205,000 | +2.5% | 120,164 | +3.3% | 0.01% | -9.1% |
Q3 2021 | $5,077,000 | +6.5% | 116,316 | +11.4% | 0.01% | +10.0% |
Q2 2021 | $4,769,000 | +14.0% | 104,368 | +10.6% | 0.01% | 0.0% |
Q1 2021 | $4,185,000 | +3.0% | 94,355 | -4.4% | 0.01% | -9.1% |
Q4 2020 | $4,062,000 | +21.4% | 98,679 | +3.9% | 0.01% | +10.0% |
Q3 2020 | $3,347,000 | -28.6% | 94,952 | -26.8% | 0.01% | -37.5% |
Q2 2020 | $4,687,000 | +71.7% | 129,735 | +20.9% | 0.02% | +45.5% |
Q1 2020 | $2,729,000 | – | 107,266 | – | 0.01% | – |
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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% |