WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,177 | -2.0% | 6,808 | +0.1% | 0.09% | -1.1% |
| Q2 2023 | $260,364 | -0.5% | 6,803 | -1.6% | 0.09% | -4.1% |
| Q1 2023 | $261,739 | +3.2% | 6,913 | -2.9% | 0.10% | -5.8% |
| Q4 2022 | $253,698 | +14.8% | 7,118 | +4.7% | 0.10% | +7.3% |
| Q3 2022 | $221,000 | -10.2% | 6,799 | +2.3% | 0.10% | -8.6% |
| Q2 2022 | $246,000 | -2.8% | 6,649 | +15.2% | 0.10% | -32.7% |
| Q1 2022 | $253,000 | +23.4% | 5,774 | +22.2% | 0.16% | +79.3% |
| Q4 2021 | $205,000 | -14.9% | 4,724 | -10.4% | 0.09% | -33.6% |
| Q2 2021 | $241,000 | -1.2% | 5,274 | -4.2% | 0.13% | -34.2% |
| Q1 2021 | $244,000 | -2.0% | 5,506 | -9.1% | 0.20% | -30.4% |
| Q4 2020 | $249,000 | +13.2% | 6,056 | -2.9% | 0.29% | -11.5% |
| Q3 2020 | $220,000 | -38.4% | 6,240 | -36.8% | 0.32% | -39.9% |
| Q2 2020 | $357,000 | +1.7% | 9,874 | -9.3% | 0.54% | -2.7% |
| Q1 2020 | $351,000 | -44.5% | 10,887 | -21.1% | 0.55% | -26.6% |
| Q4 2019 | $632,000 | – | 13,807 | – | 0.75% | – |
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% |