WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | -28.6% | 130 | -32.6% | 0.00% | -100.0% |
| Q1 2020 | $7,000 | -22.2% | 193 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 206 | -9.6% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -18.2% | 228 | -9.2% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +37.5% | 251 | +21.8% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | -72.4% | 206 | -69.8% | 0.00% | -75.0% |
| Q2 2018 | $29,000 | – | 681 | – | 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% |