WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 262 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $302,000 | +3.1% | 6,608 | 0.0% | 0.10% | -4.8% |
Q1 2021 | $293,000 | +8.5% | 6,608 | +0.6% | 0.10% | 0.0% |
Q4 2020 | $270,000 | +32.4% | 6,569 | +16.1% | 0.10% | +15.4% |
Q2 2020 | $204,000 | -64.7% | 5,657 | -55.2% | 0.09% | -63.3% |
Q4 2019 | $578,000 | +8.4% | 12,633 | -2.1% | 0.25% | 0.0% |
Q3 2019 | $533,000 | -4.5% | 12,906 | +3.3% | 0.25% | -2.0% |
Q2 2019 | $558,000 | +3.3% | 12,496 | +1.5% | 0.25% | -2.3% |
Q1 2019 | $540,000 | +8.4% | 12,310 | -0.7% | 0.26% | -4.8% |
Q4 2018 | $498,000 | -13.2% | 12,401 | -5.6% | 0.27% | +5.0% |
Q3 2018 | $574,000 | +0.5% | 13,137 | -1.4% | 0.26% | -6.8% |
Q2 2018 | $571,000 | -9.2% | 13,325 | +1.3% | 0.28% | -10.6% |
Q1 2018 | $629,000 | +8.8% | 13,152 | +3.1% | 0.31% | +9.5% |
Q4 2017 | $578,000 | +4.7% | 12,754 | -0.7% | 0.28% | -1.0% |
Q3 2017 | $552,000 | -23.2% | 12,841 | -26.8% | 0.29% | -24.7% |
Q2 2017 | $719,000 | -45.7% | 17,532 | -45.9% | 0.38% | -43.3% |
Q1 2017 | $1,324,000 | +11.0% | 32,422 | +1.4% | 0.67% | -36.4% |
Q4 2016 | $1,193,000 | +145.5% | 31,963 | +147.0% | 1.06% | +117.3% |
Q3 2016 | $486,000 | +5.0% | 12,940 | -1.0% | 0.49% | +4.3% |
Q2 2016 | $463,000 | -40.9% | 13,068 | -42.0% | 0.47% | -37.7% |
Q1 2016 | $784,000 | +134.7% | 22,518 | +113.3% | 0.75% | +126.0% |
Q4 2015 | $334,000 | – | 10,555 | – | 0.33% | – |
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% |