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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,574 | +11.5% | 228,764 | +13.9% | 0.29% | +13.7% |
| Q2 2023 | $7,689 | +15.7% | 200,923 | +14.5% | 0.26% | +9.4% |
| Q1 2023 | $6,645 | +20.6% | 175,494 | +13.5% | 0.23% | +17.7% |
| Q4 2022 | $5,509 | -99.8% | 154,554 | +53.6% | 0.20% | +28.6% |
| Q3 2022 | $3,273,000 | +23.7% | 100,594 | +40.8% | 0.15% | +14.9% |
| Q2 2022 | $2,646,000 | +82.1% | 71,463 | +115.2% | 0.13% | +100.0% |
| Q1 2022 | $1,453,000 | -24.8% | 33,211 | -17.9% | 0.07% | -90.3% |
| Q3 2014 | $1,933,000 | -25.5% | 40,451 | -19.2% | 0.69% | -24.3% |
| Q2 2014 | $2,596,000 | -88.0% | 50,087 | -88.7% | 0.91% | -89.3% |
| Q1 2014 | $21,698,000 | +1.7% | 442,183 | +5.8% | 8.50% | -19.4% |
| Q4 2013 | $21,328,000 | -11.6% | 417,957 | -10.5% | 10.55% | -24.1% |
| Q3 2013 | $24,133,000 | +20.9% | 466,881 | +13.0% | 13.90% | -3.2% |
| Q2 2013 | $19,964,000 | – | 413,080 | – | 14.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |