WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.33 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |