WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 7 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,188 | -2.1% | 3,100 | 0.0% | 0.08% | +5.1% |
| Q2 2023 | $118,637 | +1.1% | 3,100 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $117,366 | +6.2% | 3,100 | 0.0% | 0.08% | +3.8% |
| Q4 2022 | $110,484 | +9.4% | 3,100 | 0.0% | 0.08% | -2.5% |
| Q3 2022 | $101,000 | -12.2% | 3,100 | 0.0% | 0.08% | -4.7% |
| Q2 2022 | $115,000 | -15.4% | 3,100 | 0.0% | 0.08% | +7.6% |
| Q1 2022 | $136,000 | +1.5% | 3,100 | 0.0% | 0.08% | +12.9% |
| Q4 2021 | $134,000 | -0.7% | 3,100 | 0.0% | 0.07% | -10.3% |
| Q3 2021 | $135,000 | -4.9% | 3,100 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $142,000 | +2.9% | 3,100 | 0.0% | 0.08% | -10.1% |
| Q1 2021 | $138,000 | +7.8% | 3,100 | 0.0% | 0.09% | -4.3% |
| Q4 2020 | $128,000 | +17.4% | 3,100 | 0.0% | 0.09% | -7.0% |
| Q3 2020 | $109,000 | -2.7% | 3,100 | 0.0% | 0.10% | -18.7% |
| Q2 2020 | $112,000 | +12.0% | 3,100 | 0.0% | 0.12% | -2.4% |
| Q1 2020 | $100,000 | -58.5% | 3,100 | -41.2% | 0.13% | -37.0% |
| Q4 2019 | $241,000 | – | 5,276 | – | 0.20% | – |
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% |