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 2023 | $200,893 | -6.8% | 5,360 | -4.8% | 0.02% | -9.1% |
| Q2 2023 | $215,460 | -42.1% | 5,630 | -42.7% | 0.02% | -45.0% |
| Q1 2023 | $372,164 | -4.3% | 9,830 | -9.9% | 0.04% | -9.1% |
| Q4 2022 | $388,832 | -44.1% | 10,910 | -48.9% | 0.04% | -33.3% |
| Q3 2022 | $695,000 | -56.9% | 21,350 | -51.0% | 0.07% | -66.0% |
| Q2 2022 | $1,614,000 | -29.8% | 43,590 | -17.1% | 0.19% | -19.8% |
| Q1 2022 | $2,300,000 | +3.8% | 52,565 | +2.7% | 0.24% | +3.9% |
| Q4 2021 | $2,216,000 | -1.8% | 51,165 | -1.0% | 0.23% | -10.4% |
| Q3 2021 | $2,256,000 | -8.6% | 51,706 | -4.3% | 0.26% | -7.1% |
| Q2 2021 | $2,467,000 | -1.9% | 54,016 | -4.7% | 0.28% | -4.8% |
| Q1 2021 | $2,515,000 | +30.3% | 56,696 | +20.9% | 0.29% | +15.7% |
| Q4 2020 | $1,930,000 | – | 46,905 | – | 0.25% | – |
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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% |