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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $716,000 | -19.9% | 22,630 | -15.3% | 0.36% | -25.4% |
| Q3 2015 | $894,000 | -39.1% | 26,727 | -21.0% | 0.48% | -26.8% |
| Q2 2015 | $1,469,000 | +279.6% | 33,837 | +271.3% | 0.65% | +292.8% |
| Q1 2015 | $387,000 | -42.5% | 9,114 | -42.9% | 0.17% | -42.6% |
| Q4 2014 | $673,000 | -14.3% | 15,959 | -2.9% | 0.29% | -17.9% |
| Q3 2014 | $785,000 | +0.8% | 16,432 | +9.3% | 0.35% | +6.0% |
| Q2 2014 | $779,000 | +2.0% | 15,030 | -3.4% | 0.33% | -2.6% |
| Q1 2014 | $764,000 | -85.0% | 15,565 | -84.4% | 0.34% | -85.0% |
| Q4 2013 | $5,088,000 | +0.9% | 99,737 | +2.2% | 2.28% | -4.0% |
| Q3 2013 | $5,043,000 | – | 97,592 | – | 2.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
| All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
| Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
| Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
| TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
| Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
| Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
| Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
| CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
| FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |