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 | $1,465 | +57.4% | 39,079 | +60.7% | 0.01% | +60.0% |
| Q2 2023 | $931 | -31.0% | 24,319 | -31.8% | 0.01% | -50.0% |
| Q1 2023 | $1,349 | +26.5% | 35,642 | +19.2% | 0.01% | +42.9% |
| Q4 2022 | $1,066 | -99.7% | 29,907 | +189.4% | 0.01% | +133.3% |
| Q3 2022 | $336,000 | -77.2% | 10,334 | -74.0% | 0.00% | -72.7% |
| Q2 2022 | $1,474,000 | -15.4% | 39,808 | -0.0% | 0.01% | -8.3% |
| Q1 2022 | $1,742,000 | +264.4% | 39,817 | +260.9% | 0.01% | +300.0% |
| Q4 2021 | $478,000 | +2.6% | 11,033 | +3.3% | 0.00% | -25.0% |
| Q3 2021 | $466,000 | +11.0% | 10,677 | +16.1% | 0.00% | 0.0% |
| Q2 2021 | $420,000 | -1.4% | 9,200 | -4.3% | 0.00% | 0.0% |
| Q1 2021 | $426,000 | +11.8% | 9,614 | +3.9% | 0.00% | 0.0% |
| Q4 2020 | $381,000 | +10.4% | 9,255 | -5.5% | 0.00% | 0.0% |
| Q3 2020 | $345,000 | -22.8% | 9,790 | -20.8% | 0.00% | -33.3% |
| Q2 2020 | $447,000 | +12.3% | 12,367 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $398,000 | -59.1% | 12,329 | -42.1% | 0.01% | -50.0% |
| Q4 2019 | $974,000 | +26.8% | 21,288 | +14.5% | 0.01% | +16.7% |
| Q3 2019 | $768,000 | -23.3% | 18,599 | -17.0% | 0.01% | -14.3% |
| Q2 2019 | $1,001,000 | +5.7% | 22,408 | +3.8% | 0.01% | -6.7% |
| Q1 2019 | $947,000 | +10.6% | 21,590 | +1.3% | 0.02% | 0.0% |
| Q4 2018 | $856,000 | -8.9% | 21,311 | -1.0% | 0.02% | -6.2% |
| Q3 2018 | $940,000 | +10.7% | 21,530 | +8.7% | 0.02% | -15.8% |
| Q2 2018 | $849,000 | +39.4% | 19,798 | +55.4% | 0.02% | +46.2% |
| Q1 2018 | $609,000 | -41.0% | 12,741 | -44.0% | 0.01% | -35.0% |
| Q4 2017 | $1,032,000 | +8.1% | 22,756 | +2.5% | 0.02% | 0.0% |
| Q3 2017 | $955,000 | +3.7% | 22,198 | -1.2% | 0.02% | +11.1% |
| Q2 2017 | $921,000 | – | 22,459 | – | 0.02% | – |
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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% |