WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,797,000 | -34.0% | 51,005 | -32.3% | 0.84% | -26.3% |
| Q2 2020 | $2,722,000 | +6.8% | 75,360 | -4.6% | 1.14% | -12.2% |
| Q1 2020 | $2,548,000 | -38.2% | 79,013 | -12.3% | 1.30% | -23.3% |
| Q4 2019 | $4,123,000 | +11.2% | 90,090 | +0.3% | 1.69% | +3.7% |
| Q3 2019 | $3,709,000 | -2.8% | 89,785 | +5.1% | 1.63% | -4.1% |
| Q2 2019 | $3,814,000 | +8.7% | 85,396 | +6.7% | 1.70% | +5.7% |
| Q1 2019 | $3,509,000 | +15.3% | 80,048 | +5.6% | 1.61% | +0.7% |
| Q4 2018 | $3,043,000 | -1.7% | 75,783 | +6.9% | 1.60% | +7.6% |
| Q3 2018 | $3,095,000 | +18.6% | 70,882 | +16.4% | 1.48% | +13.6% |
| Q2 2018 | $2,610,000 | -13.4% | 60,887 | -3.4% | 1.31% | -15.2% |
| Q1 2018 | $3,013,000 | +479.4% | 63,011 | +468.1% | 1.54% | +233.3% |
| Q4 2017 | $520,000 | +12.3% | 11,091 | +3.8% | 0.46% | +2.2% |
| Q3 2017 | $463,000 | -14.9% | 10,685 | -20.0% | 0.45% | -9.1% |
| Q2 2017 | $544,000 | +6.9% | 13,360 | +7.7% | 0.50% | +5.1% |
| Q1 2017 | $509,000 | – | 12,409 | – | 0.47% | – |
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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% |