WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2015 | $266,000 | +1.9% | 6,135 | 0.0% | 0.06% | +3.2% |
Q1 2015 | $261,000 | -6.5% | 6,135 | -7.2% | 0.06% | -8.7% |
Q4 2014 | $279,000 | -32.0% | 6,610 | -23.0% | 0.07% | -34.3% |
Q3 2014 | $410,000 | -7.9% | 8,586 | 0.0% | 0.10% | -6.2% |
Q2 2014 | $445,000 | +5.7% | 8,586 | 0.0% | 0.11% | +0.9% |
Q1 2014 | $421,000 | -71.8% | 8,586 | -70.7% | 0.11% | -71.6% |
Q4 2013 | $1,494,000 | -71.0% | 29,281 | -70.6% | 0.39% | -74.6% |
Q3 2013 | $5,147,000 | -10.7% | 99,571 | -16.5% | 1.54% | -22.2% |
Q2 2013 | $5,763,000 | – | 119,251 | – | 1.98% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |