WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,642 | -4.3% | 20,348 | -2.3% | 0.09% | 0.0% |
| Q2 2023 | $797,241 | -5.2% | 20,832 | -6.2% | 0.09% | -9.2% |
| Q1 2023 | $841,046 | +3.0% | 22,215 | -3.1% | 0.10% | -3.9% |
| Q4 2022 | $816,822 | -23.8% | 22,919 | -30.5% | 0.10% | -30.1% |
| Q3 2022 | $1,072,000 | -30.4% | 32,969 | -20.8% | 0.15% | -25.9% |
| Q2 2022 | $1,541,000 | -15.3% | 41,615 | +0.1% | 0.20% | -5.3% |
| Q1 2022 | $1,819,000 | +11.1% | 41,569 | +10.9% | 0.21% | +16.2% |
| Q4 2021 | $1,638,000 | +0.4% | 37,471 | +0.2% | 0.18% | -5.3% |
| Q3 2021 | $1,631,000 | -9.4% | 37,393 | -5.2% | 0.19% | -10.0% |
| Q2 2021 | $1,800,000 | +6.7% | 39,425 | +3.6% | 0.21% | -15.7% |
| Q1 2021 | $1,687,000 | +14.0% | 38,038 | +5.7% | 0.25% | +10.2% |
| Q4 2020 | $1,480,000 | +17.7% | 35,982 | +0.8% | 0.23% | +7.6% |
| Q3 2020 | $1,257,000 | -2.5% | 35,687 | 0.0% | 0.21% | -8.3% |
| Q2 2020 | $1,289,000 | +14.7% | 35,687 | -35.8% | 0.23% | -1.3% |
| Q1 2020 | $1,124,000 | -16.5% | 55,589 | +89.0% | 0.23% | -5.3% |
| Q4 2019 | $1,346,000 | +22.9% | 29,412 | +10.9% | 0.24% | +17.8% |
| Q3 2019 | $1,095,000 | +40.9% | 26,519 | +52.3% | 0.21% | +34.2% |
| Q2 2019 | $777,000 | +22.0% | 17,412 | +19.7% | 0.16% | +16.5% |
| Q1 2019 | $637,000 | +13.8% | 14,547 | +4.2% | 0.13% | +5.6% |
| Q4 2018 | $560,000 | – | 13,958 | – | 0.13% | – |
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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% |