WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.93 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,064,000 | +14.6% | 64,132 | +24.4% | 1.54% | +22.7% |
| Q2 2014 | $2,673,000 | +7.1% | 51,555 | +1.4% | 1.26% | +6.5% |
| Q1 2014 | $2,496,000 | -6.7% | 50,864 | -3.0% | 1.18% | -15.1% |
| Q4 2013 | $2,676,000 | -42.0% | 52,438 | -41.3% | 1.39% | -51.0% |
| Q3 2013 | $4,615,000 | +8.5% | 89,288 | +1.5% | 2.84% | -10.9% |
| Q2 2013 | $4,252,000 | – | 87,988 | – | 3.18% | – |
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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% |