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 | $46,850 | -8.2% | 1,250 | -6.2% | 0.02% | -11.1% |
| Q2 2023 | $51,014 | +1.1% | 1,333 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $50,467 | -21.6% | 1,333 | -26.2% | 0.02% | -24.0% |
| Q4 2022 | $64,366 | -99.9% | 1,806 | +35.5% | 0.02% | +38.9% |
| Q3 2022 | $43,362,000 | -12.2% | 1,333 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $49,361,000 | -15.6% | 1,333 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $58,452,000 | +1.2% | 1,333 | 0.0% | 0.02% | +5.0% |
| Q4 2021 | $57,746,000 | -0.7% | 1,333 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $58,159,000 | -4.5% | 1,333 | 0.0% | 0.02% | -8.3% |
| Q2 2021 | $60,891,000 | +3.0% | 1,333 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $59,132,000 | +7.8% | 1,333 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $54,840,000 | +16.7% | 1,333 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $46,975,000 | -2.5% | 1,333 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $48,161,000 | +111902.3% | 1,333 | 0.0% | 0.03% | -6.9% |
| Q1 2020 | $43,000 | -29.5% | 1,333 | 0.0% | 0.03% | -9.4% |
| Q4 2019 | $61,000 | +10.9% | 1,333 | -0.1% | 0.03% | -3.0% |
| Q3 2019 | $55,000 | -8.3% | 1,334 | +0.1% | 0.03% | -13.2% |
| Q2 2019 | $60,000 | -13.0% | 1,333 | -14.7% | 0.04% | -19.1% |
| Q1 2019 | $69,000 | +9.5% | 1,563 | 0.0% | 0.05% | -14.5% |
| Q4 2018 | $63,000 | – | 1,563 | – | 0.06% | – |
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% |