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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,173,000 | -4.5% | 26,886 | 0.0% | 0.12% | -1.6% |
| Q2 2021 | $1,228,000 | +2.9% | 26,886 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $1,193,000 | +7.9% | 26,886 | 0.0% | 0.13% | -2.2% |
| Q4 2020 | $1,106,000 | +16.8% | 26,886 | 0.0% | 0.14% | -5.6% |
| Q3 2020 | $947,000 | -20.3% | 26,886 | -18.2% | 0.14% | -37.6% |
| Q2 2020 | $1,188,000 | +12.0% | 32,886 | 0.0% | 0.23% | -3.0% |
| Q1 2020 | $1,061,000 | +285.8% | 32,886 | +448.1% | 0.24% | +353.8% |
| Q4 2019 | $275,000 | +10.9% | 6,000 | 0.0% | 0.05% | +13.0% |
| Q3 2019 | $248,000 | -73.6% | 6,000 | -71.4% | 0.05% | -76.3% |
| Q2 2019 | $938,000 | +1.8% | 21,000 | 0.0% | 0.19% | -3.5% |
| Q1 2019 | $921,000 | +9.3% | 21,000 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $843,000 | – | 21,000 | – | 0.20% | – |
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% |