WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,211 | -2.1% | 6,329 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $242,211 | +1.1% | 6,329 | 0.0% | 0.03% | -6.1% |
| Q1 2023 | $239,616 | +6.2% | 6,329 | 0.0% | 0.03% | +6.5% |
| Q4 2022 | $225,566 | -8.7% | 6,329 | -16.5% | 0.03% | -16.2% |
| Q3 2022 | $247,000 | -12.1% | 7,579 | 0.0% | 0.04% | -14.0% |
| Q2 2022 | $281,000 | -15.4% | 7,579 | 0.0% | 0.04% | -4.4% |
| Q1 2022 | $332,000 | +1.2% | 7,579 | 0.0% | 0.04% | -2.2% |
| Q4 2021 | $328,000 | -3.8% | 7,579 | -3.0% | 0.05% | -11.5% |
| Q3 2021 | $341,000 | -11.2% | 7,814 | +8.4% | 0.05% | -10.3% |
| Q2 2021 | $384,000 | +0.8% | 7,211 | -16.0% | 0.06% | -6.5% |
| Q1 2021 | $381,000 | +26.2% | 8,589 | 0.0% | 0.06% | +10.7% |
| Q4 2020 | $302,000 | -0.3% | 8,589 | 0.0% | 0.06% | -11.1% |
| Q3 2020 | $303,000 | +14.3% | 8,589 | 0.0% | 0.06% | +6.8% |
| Q2 2020 | $265,000 | -23.6% | 8,589 | -20.3% | 0.06% | -35.2% |
| Q1 2020 | $347,000 | -29.6% | 10,774 | 0.0% | 0.09% | -10.8% |
| Q4 2019 | $493,000 | +7.6% | 10,774 | -2.7% | 0.10% | +1.0% |
| Q3 2019 | $458,000 | -7.5% | 11,074 | 0.0% | 0.10% | -9.0% |
| Q2 2019 | $495,000 | +1.9% | 11,074 | +12.7% | 0.11% | -4.3% |
| Q1 2019 | $486,000 | +9.5% | 9,824 | -11.3% | 0.12% | -4.1% |
| Q4 2018 | $444,000 | -8.3% | 11,074 | 0.0% | 0.12% | +10.0% |
| Q3 2018 | $484,000 | +1.9% | 11,074 | 0.0% | 0.11% | -7.6% |
| Q2 2018 | $475,000 | -10.4% | 11,074 | 0.0% | 0.12% | -16.2% |
| Q1 2018 | $530,000 | +8.6% | 11,074 | +2.9% | 0.14% | +7.6% |
| Q4 2017 | $488,000 | +5.4% | 10,765 | 0.0% | 0.13% | 0.0% |
| Q3 2017 | $463,000 | +5.0% | 10,765 | 0.0% | 0.13% | -10.8% |
| Q2 2017 | $441,000 | +0.2% | 10,765 | 0.0% | 0.15% | -6.3% |
| Q1 2017 | $440,000 | +11.4% | 10,765 | +1.7% | 0.16% | +4.6% |
| Q4 2016 | $395,000 | +22.7% | 10,580 | +23.3% | 0.15% | +17.1% |
| Q3 2016 | $322,000 | -16.6% | 8,580 | -21.2% | 0.13% | -19.4% |
| Q2 2016 | $386,000 | +1.3% | 10,885 | -0.4% | 0.16% | -3.0% |
| Q1 2016 | $381,000 | – | 10,925 | – | 0.16% | – |
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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% |