WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,066 | -11.9% | 4,724 | -10.1% | 0.05% | -10.2% |
| Q2 2023 | $201,083 | +0.9% | 5,254 | -0.2% | 0.06% | -6.3% |
| Q1 2023 | $199,363 | +39.5% | 5,266 | +31.3% | 0.06% | +16.7% |
| Q4 2022 | $142,930 | +9.9% | 4,010 | +0.6% | 0.05% | +1.9% |
| Q3 2022 | $130,000 | -22.6% | 3,986 | +3.6% | 0.05% | -8.6% |
| Q1 2022 | $168,000 | +130.1% | 3,849 | +127.2% | 0.06% | +123.1% |
| Q4 2021 | $73,000 | -14.1% | 1,694 | -13.1% | 0.03% | -23.5% |
| Q3 2021 | $85,000 | +157.6% | 1,950 | +92.1% | 0.03% | +41.7% |
| Q1 2020 | $33,000 | +725.0% | 1,015 | +1218.2% | 0.02% | +700.0% |
| Q4 2019 | $4,000 | – | 77 | – | 0.00% | – |
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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% |