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 | $1,592,286 | +13.5% | 42,483 | +15.9% | 0.01% | +20.0% |
| Q2 2023 | $1,402,554 | +130979.8% | 36,648 | +29.6% | 0.01% | 0.0% |
| Q1 2023 | $1,070 | +86.1% | 28,276 | +75.2% | 0.01% | +66.7% |
| Q4 2022 | $575 | -99.8% | 16,137 | +59.9% | 0.00% | +50.0% |
| Q3 2022 | $328,000 | +144.8% | 10,091 | +177.5% | 0.00% | +100.0% |
| Q2 2022 | $134,000 | -30.9% | 3,636 | -18.3% | 0.00% | 0.0% |
| Q1 2022 | $194,000 | -20.5% | 4,451 | -21.2% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +3.8% | 5,651 | +4.6% | 0.00% | 0.0% |
| Q3 2021 | $235,000 | +8.8% | 5,401 | +13.9% | 0.00% | 0.0% |
| Q2 2021 | $216,000 | +2.9% | 4,742 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $210,000 | +25.0% | 4,742 | +15.9% | 0.00% | 0.0% |
| Q4 2020 | $168,000 | +27.3% | 4,092 | +8.6% | 0.00% | 0.0% |
| Q3 2020 | $132,000 | -36.5% | 3,767 | -34.7% | 0.00% | -50.0% |
| Q2 2020 | $208,000 | -39.5% | 5,767 | -45.9% | 0.00% | -60.0% |
| Q1 2020 | $344,000 | +209.9% | 10,667 | +339.3% | 0.01% | +400.0% |
| Q4 2019 | $111,000 | +117.6% | 2,428 | +97.7% | 0.00% | 0.0% |
| Q3 2019 | $51,000 | – | 1,228 | – | 0.00% | – |
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% |