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 | $16,280 | +0.8% | 434 | +2.8% | 0.01% | +16.7% |
| Q2 2023 | $16,147 | +3.0% | 422 | +1.9% | 0.01% | 0.0% |
| Q1 2023 | $15,678 | +6.5% | 414 | +0.2% | 0.01% | +9.1% |
| Q4 2022 | $14,720 | +13.2% | 413 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 408 | +4.6% | 0.01% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 390 | +2.1% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | +6.2% | 382 | +0.8% | 0.01% | +10.0% |
| Q4 2021 | $16,000 | 0.0% | 379 | +1.6% | 0.01% | -16.7% |
| Q3 2021 | $16,000 | -5.9% | 373 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 365 | +1.4% | 0.01% | -7.7% |
| Q1 2021 | $16,000 | +6.7% | 360 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 358 | +0.6% | 0.01% | +8.3% |
| Q3 2020 | $13,000 | 0.0% | 356 | +2.9% | 0.01% | -14.3% |
| Q2 2020 | $13,000 | +18.2% | 346 | +1.2% | 0.01% | +7.7% |
| Q1 2020 | $11,000 | -26.7% | 342 | +0.3% | 0.01% | -18.8% |
| Q4 2019 | $15,000 | – | 341 | – | 0.02% | – |
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% |