WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 224 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 2.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $293,000 | -39.7% | 8,760 | -21.7% | 0.12% | -33.0% |
| Q2 2015 | $486,000 | -6.2% | 11,185 | -8.2% | 0.18% | -4.3% |
| Q1 2015 | $518,000 | +1.0% | 12,190 | +0.2% | 0.18% | -0.5% |
| Q4 2014 | $513,000 | -61.5% | 12,170 | -56.3% | 0.18% | -62.9% |
| Q3 2014 | $1,331,000 | -7.6% | 27,865 | +0.3% | 0.50% | -5.0% |
| Q2 2014 | $1,440,000 | +1.1% | 27,780 | -4.4% | 0.52% | -2.2% |
| Q1 2014 | $1,425,000 | -11.3% | 29,050 | -7.7% | 0.54% | -8.5% |
| Q4 2013 | $1,606,000 | -3.3% | 31,475 | -2.0% | 0.59% | -8.0% |
| Q3 2013 | $1,661,000 | -3.0% | 32,130 | -9.3% | 0.64% | -7.3% |
| Q2 2013 | $1,712,000 | – | 35,420 | – | 0.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
| All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
| Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
| Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
| TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
| Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
| Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
| Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
| CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
| FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |