WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $459,000 | -10.4% | 10,704 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $512,000 | +5.6% | 10,704 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $485,000 | +5.4% | 10,704 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $460,000 | -2.5% | 10,704 | -7.0% | 0.00% | 0.0% |
| Q2 2017 | $472,000 | +0.4% | 11,504 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $470,000 | +9.3% | 11,504 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $430,000 | -95.0% | 11,504 | -94.9% | 0.00% | -96.6% |
| Q3 2016 | $8,535,000 | +6.1% | 227,163 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $8,046,000 | +1.7% | 227,163 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $7,912,000 | -14.8% | 227,163 | -22.6% | 0.03% | -12.1% |
| Q4 2015 | $9,285,000 | -15.6% | 293,463 | -10.7% | 0.03% | -19.5% |
| Q3 2015 | $11,004,000 | -22.9% | 328,663 | 0.0% | 0.04% | -18.0% |
| Q2 2015 | $14,274,000 | +2.2% | 328,663 | 0.0% | 0.05% | +2.0% |
| Q1 2015 | $13,968,000 | -3.4% | 328,663 | -4.2% | 0.05% | -3.9% |
| Q4 2014 | $14,460,000 | -11.8% | 342,987 | 0.0% | 0.05% | -13.6% |
| Q3 2014 | $16,388,000 | -7.8% | 342,987 | 0.0% | 0.06% | -9.2% |
| Q2 2014 | $17,780,000 | +5.6% | 342,987 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $16,830,000 | -3.8% | 342,987 | 0.0% | 0.06% | -7.1% |
| Q4 2013 | $17,503,000 | -1.3% | 342,987 | 0.0% | 0.07% | -7.9% |
| Q3 2013 | $17,729,000 | +819.1% | 342,987 | +757.5% | 0.08% | +744.4% |
| Q2 2013 | $1,929,000 | – | 40,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |