WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 1.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $551,000 | +296.4% | 12,067 | +257.5% | 0.00% | – |
| Q3 2019 | $139,000 | -7.9% | 3,375 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $151,000 | +2.0% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $148,000 | +8.8% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $136,000 | -7.5% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $147,000 | +1.4% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $145,000 | -9.9% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $161,000 | +5.2% | 3,375 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $153,000 | +273.2% | 3,375 | +244.4% | 0.00% | – |
| Q4 2014 | $41,000 | -54.4% | 980 | -48.1% | 0.00% | – |
| Q3 2014 | $90,000 | +100.0% | 1,888 | +105.2% | 0.00% | – |
| Q2 2013 | $45,000 | – | 920 | – | 0.00% | – |
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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% |