WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $440,000 | +5.5% | 11,873 | +24.5% | 0.14% | +23.3% |
| Q1 2022 | $417,000 | +12.4% | 9,533 | +11.3% | 0.12% | +14.9% |
| Q4 2021 | $371,000 | -0.8% | 8,564 | 0.0% | 0.10% | -9.0% |
| Q3 2021 | $374,000 | +11.3% | 8,564 | +16.2% | 0.11% | +11.0% |
| Q2 2021 | $336,000 | +2.8% | 7,370 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $327,000 | +7.9% | 7,370 | 0.0% | 0.10% | -3.7% |
| Q4 2020 | $303,000 | +16.5% | 7,370 | 0.0% | 0.11% | +5.9% |
| Q3 2020 | $260,000 | -1.5% | 7,370 | +0.8% | 0.10% | -9.8% |
| Q2 2020 | $264,000 | -47.1% | 7,314 | -52.8% | 0.11% | -55.9% |
| Q1 2020 | $499,000 | -29.5% | 15,483 | +0.1% | 0.25% | -2.7% |
| Q4 2019 | $708,000 | +10.8% | 15,475 | 0.0% | 0.26% | +4.4% |
| Q3 2019 | $639,000 | +4.9% | 15,475 | +13.5% | 0.25% | +5.5% |
| Q2 2019 | $609,000 | +2.7% | 13,635 | +0.8% | 0.24% | +2.2% |
| Q1 2019 | $593,000 | +10.0% | 13,529 | +0.7% | 0.23% | -4.1% |
| Q4 2018 | $539,000 | -6.6% | 13,432 | +1.7% | 0.24% | +10.5% |
| Q3 2018 | $577,000 | +3.6% | 13,203 | +1.6% | 0.22% | -3.5% |
| Q2 2018 | $557,000 | -10.7% | 12,989 | -0.6% | 0.23% | -8.5% |
| Q1 2018 | $624,000 | +14.3% | 13,066 | +8.5% | 0.25% | +24.0% |
| Q4 2017 | $546,000 | +6.4% | 12,039 | +0.9% | 0.20% | +3.1% |
| Q3 2017 | $513,000 | +129.0% | 11,937 | +126.3% | 0.19% | +55.2% |
| Q1 2015 | $224,000 | +3.7% | 5,276 | +3.3% | 0.12% | +8.7% |
| Q4 2014 | $216,000 | -13.9% | 5,108 | -2.9% | 0.12% | -14.8% |
| Q3 2014 | $251,000 | +9.6% | 5,258 | +19.1% | 0.14% | +9.8% |
| Q2 2014 | $229,000 | – | 4,413 | – | 0.12% | – |
Download | ||||||
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% |