WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $356,434 | -18.6% | 10,957 | -7.4% | 0.02% | -16.7% |
| Q2 2022 | $438,099 | -14.2% | 11,831 | +1.4% | 0.02% | +5.9% |
| Q1 2022 | $510,461 | +15.5% | 11,665 | +14.3% | 0.02% | +13.3% |
| Q4 2021 | $442,019 | +2.6% | 10,204 | +3.3% | 0.02% | -6.2% |
| Q3 2021 | $430,879 | +7.1% | 9,876 | +12.1% | 0.02% | 0.0% |
| Q2 2021 | $402,384 | +8.5% | 8,809 | +5.4% | 0.02% | 0.0% |
| Q1 2021 | $370,857 | +33.5% | 8,360 | +23.8% | 0.02% | +14.3% |
| Q4 2020 | $277,867 | +21.5% | 6,754 | +4.1% | 0.01% | +7.7% |
| Q3 2020 | $228,731 | -12.6% | 6,491 | -10.4% | 0.01% | -23.5% |
| Q2 2020 | $261,684 | +10.2% | 7,243 | -1.6% | 0.02% | -15.0% |
| Q1 2020 | $237,434 | -30.0% | 7,362 | -0.7% | 0.02% | -16.7% |
| Q4 2019 | $339,343 | +8.1% | 7,414 | -2.4% | 0.02% | -7.7% |
| Q3 2019 | $313,967 | -7.3% | 7,600 | +0.2% | 0.03% | -10.3% |
| Q2 2019 | $338,803 | +10.7% | 7,586 | +8.6% | 0.03% | 0.0% |
| Q1 2019 | $306,121 | +37.6% | 6,983 | +26.1% | 0.03% | +7.4% |
| Q4 2018 | $222,404 | -10.7% | 5,539 | -2.9% | 0.03% | -6.9% |
| Q3 2018 | $249,057 | +0.1% | 5,703 | -1.7% | 0.03% | -14.7% |
| Q2 2018 | $248,738 | -14.0% | 5,802 | -4.1% | 0.03% | -20.9% |
| Q1 2018 | $289,174 | +7.7% | 6,047 | +2.1% | 0.04% | +2.4% |
| Q4 2017 | $268,619 | – | 5,923 | – | 0.04% | – |
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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% |