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 | $46,513 | -0.0% | 1,241 | +2.1% | 0.02% | 0.0% |
| Q2 2023 | $46,536 | +101065.2% | 1,216 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $46 | +7.0% | 1,216 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $43 | -99.8% | 1,216 | +62.6% | 0.02% | +10.5% |
| Q3 2022 | $24,000 | -47.8% | 748 | -40.3% | 0.02% | 0.0% |
| Q2 2022 | $46,000 | -43.2% | 1,253 | -32.6% | 0.02% | -38.7% |
| Q1 2022 | $81,000 | 0.0% | 1,859 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $81,000 | -19.0% | 1,859 | -19.0% | 0.04% | -23.9% |
| Q3 2021 | $100,000 | -7.4% | 2,295 | -3.2% | 0.05% | -11.5% |
| Q2 2021 | $108,000 | +2.9% | 2,372 | 0.0% | 0.05% | +8.3% |
| Q1 2021 | $105,000 | +8.2% | 2,372 | 0.0% | 0.05% | +6.7% |
| Q4 2020 | $97,000 | +15.5% | 2,372 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $84,000 | +2.4% | 2,372 | +4.0% | 0.05% | -7.8% |
| Q2 2020 | $82,000 | -27.4% | 2,280 | -7.9% | 0.05% | -30.1% |
| Q4 2019 | $113,000 | – | 2,475 | – | 0.07% | – |
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% |