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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,547 | +0.9% | 6,782 | -0.2% | 0.01% | -9.1% |
| Q1 2023 | $257,334 | +13.9% | 6,797 | -2.3% | 0.01% | -15.4% |
| Q3 2022 | $226,000 | -13.7% | 6,956 | -1.5% | 0.01% | -13.3% |
| Q2 2022 | $262,000 | -91.9% | 7,064 | -90.5% | 0.02% | -91.8% |
| Q1 2022 | $3,249,000 | +961.8% | 74,259 | +951.7% | 0.18% | +982.4% |
| Q4 2021 | $306,000 | 0.0% | 7,061 | +0.8% | 0.02% | -19.0% |
| Q3 2021 | $306,000 | -3.2% | 7,008 | +1.4% | 0.02% | -4.5% |
| Q2 2021 | $316,000 | -0.3% | 6,912 | -3.4% | 0.02% | -21.4% |
| Q1 2021 | $317,000 | -30.3% | 7,153 | -35.3% | 0.03% | -45.1% |
| Q4 2020 | $455,000 | +9.6% | 11,060 | -6.2% | 0.05% | -8.9% |
| Q3 2020 | $415,000 | +80.4% | 11,789 | +85.3% | 0.06% | +55.6% |
| Q2 2020 | $230,000 | +8.0% | 6,363 | -3.7% | 0.04% | -14.3% |
| Q1 2020 | $213,000 | -27.1% | 6,605 | -6.6% | 0.04% | -10.6% |
| Q3 2019 | $292,000 | -1.7% | 7,070 | +6.5% | 0.05% | -7.8% |
| Q2 2019 | $297,000 | +2.8% | 6,640 | +0.7% | 0.05% | -1.9% |
| Q1 2019 | $289,000 | – | 6,593 | – | 0.05% | – |
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% |