WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $366,000 | -20.1% | 8,681 | -9.3% | 0.20% | -19.9% |
| Q3 2014 | $458,000 | -6.7% | 9,576 | +1.1% | 0.25% | +0.8% |
| Q2 2014 | $491,000 | +5.6% | 9,469 | 0.0% | 0.24% | -1.2% |
| Q1 2014 | $465,000 | +0.6% | 9,469 | +4.6% | 0.25% | -1.6% |
| Q4 2013 | $462,000 | -1.5% | 9,054 | -0.1% | 0.25% | -5.6% |
| Q3 2013 | $469,000 | +1.3% | 9,065 | -5.4% | 0.27% | +1.9% |
| Q2 2013 | $463,000 | – | 9,586 | – | 0.26% | – |
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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% |