WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 192 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $225,000 | -12.1% | 5,468 | -6.4% | 0.03% | -2.9% |
Q3 2018 | $256,000 | -16.6% | 5,845 | -18.5% | 0.04% | -22.2% |
Q2 2018 | $307,000 | -11.0% | 7,170 | -2.7% | 0.04% | -10.0% |
Q1 2018 | $345,000 | +3.3% | 7,370 | 0.0% | 0.05% | 0.0% |
Q4 2017 | $334,000 | +2.5% | 7,370 | -2.6% | 0.05% | -3.8% |
Q3 2017 | $326,000 | +3.2% | 7,570 | -1.8% | 0.05% | +26.8% |
Q2 2017 | $316,000 | -6.8% | 7,705 | -7.1% | 0.04% | -22.6% |
Q1 2017 | $339,000 | -1.7% | 8,290 | -10.3% | 0.05% | -7.0% |
Q4 2016 | $345,000 | -2.8% | 9,241 | -2.2% | 0.06% | -6.6% |
Q3 2016 | $355,000 | -2.2% | 9,453 | -7.7% | 0.06% | -1.6% |
Q2 2016 | $363,000 | +71.2% | 10,246 | +68.3% | 0.06% | -26.2% |
Q1 2016 | $212,000 | -76.8% | 6,089 | -78.9% | 0.08% | -16.0% |
Q4 2015 | $914,000 | +40.2% | 28,886 | +48.4% | 0.10% | -26.5% |
Q3 2015 | $652,000 | -43.4% | 19,464 | -26.6% | 0.14% | -39.3% |
Q2 2015 | $1,152,000 | -4.4% | 26,515 | -6.5% | 0.22% | -2.6% |
Q1 2015 | $1,205,000 | +9.5% | 28,355 | +8.6% | 0.23% | +8.0% |
Q4 2014 | $1,100,000 | -55.0% | 26,100 | -48.9% | 0.21% | -55.7% |
Q3 2014 | $2,442,000 | -9.1% | 51,119 | -1.3% | 0.48% | +3.7% |
Q2 2014 | $2,685,000 | +5.6% | 51,794 | -0.0% | 0.46% | +0.7% |
Q1 2014 | $2,542,000 | +0.5% | 51,800 | +4.5% | 0.46% | -4.6% |
Q4 2013 | $2,530,000 | -3.5% | 49,574 | -2.2% | 0.48% | -11.4% |
Q3 2013 | $2,621,000 | -50.5% | 50,699 | -53.7% | 0.54% | -52.6% |
Q2 2013 | $5,294,000 | – | 109,538 | – | 1.15% | – |
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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% |