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 2019 | $589,000 | +49.1% | 12,873 | +34.6% | 0.11% | +39.5% |
| Q3 2019 | $395,000 | -5.7% | 9,562 | +1.9% | 0.08% | -5.8% |
| Q2 2019 | $419,000 | -10.1% | 9,383 | -11.7% | 0.09% | -14.9% |
| Q1 2019 | $466,000 | -0.9% | 10,630 | -9.3% | 0.10% | -20.5% |
| Q4 2018 | $470,000 | -26.4% | 11,716 | -20.0% | 0.13% | -3.8% |
| Q3 2018 | $639,000 | -8.5% | 14,642 | -10.1% | 0.13% | -19.0% |
| Q2 2018 | $698,000 | -13.4% | 16,279 | -3.4% | 0.16% | -16.0% |
| Q1 2018 | $806,000 | +5.5% | 16,851 | +0.1% | 0.19% | +7.8% |
| Q4 2017 | $764,000 | +4.8% | 16,842 | -0.7% | 0.18% | -2.2% |
| Q3 2017 | $729,000 | +5.0% | 16,959 | +0.1% | 0.18% | +0.5% |
| Q2 2017 | $694,000 | +0.4% | 16,935 | +0.1% | 0.18% | 0.0% |
| Q1 2017 | $691,000 | +214.1% | 16,926 | +299.6% | 0.18% | +210.2% |
| Q2 2014 | $220,000 | +5.8% | 4,236 | 0.0% | 0.06% | +1.7% |
| Q1 2014 | $208,000 | – | 4,236 | – | 0.06% | – |
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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% |