Coastline Trust Co - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 1.82 and the average weighting 0.5%.

Quarter-by-quarter ownership
Coastline Trust Co ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,503,000
-15.3%
40,580
+0.0%
0.22%
+2.8%
Q1 2022$1,775,000
+4.2%
40,570
+3.2%
0.22%
+11.3%
Q4 2021$1,704,000
+6.6%
39,330
+7.4%
0.19%
-2.5%
Q3 2021$1,598,000
-2.4%
36,620
+2.1%
0.20%
-2.0%
Q2 2021$1,638,000
-3.3%
35,860
-6.1%
0.20%
-6.9%
Q1 2021$1,694,000
+30.3%
38,185
+20.8%
0.22%
+26.0%
Q4 2020$1,300,000
+18.0%
31,605
+1.0%
0.17%
+4.2%
Q3 2020$1,102,000
-6.7%
31,295
-4.3%
0.17%
-10.8%
Q2 2020$1,181,000
-12.1%
32,695
-21.5%
0.19%
-23.1%
Q1 2020$1,343,000
-27.9%
41,645
+2.4%
0.24%
-6.2%
Q4 2019$1,862,000
+11.6%
40,685
+0.7%
0.26%
+4.9%
Q3 2019$1,669,000
-4.3%
40,405
+3.5%
0.25%
-3.1%
Q2 2019$1,744,000
+1.9%
39,0550.0%0.25%
-0.8%
Q1 2019$1,712,000
+9.2%
39,0550.0%0.26%
-5.2%
Q4 2018$1,568,000
+8.6%
39,055
+18.2%
0.27%
+30.4%
Q3 2018$1,444,000
+2.8%
33,050
+0.8%
0.21%
-2.4%
Q2 2018$1,405,000
-10.4%
32,7800.0%0.21%
-12.0%
Q1 2018$1,568,000
+12.7%
32,780
+6.8%
0.24%
+15.3%
Q4 2017$1,391,000
+14.1%
30,680
+8.2%
0.21%
-1.9%
Q3 2017$1,219,000
+13.6%
28,360
+8.3%
0.21%
+9.8%
Q2 2017$1,073,000
-20.3%
26,195
-20.6%
0.19%
-22.7%
Q1 2017$1,347,000
+13.7%
32,990
+4.0%
0.25%
+7.7%
Q4 2016$1,185,000
+3.4%
31,710
+4.0%
0.23%
+4.0%
Q3 2016$1,146,000
+7.0%
30,500
+0.9%
0.22%
+3.7%
Q2 2016$1,071,000
+3.3%
30,220
+1.5%
0.22%
-2.3%
Q1 2016$1,037,000
+10.7%
29,775
+0.5%
0.22%
+7.3%
Q4 2015$937,000
+18.3%
29,620
+25.2%
0.21%
+14.4%
Q3 2015$792,000
-19.8%
23,665
+4.0%
0.18%
-13.0%
Q2 2015$988,000
+3.0%
22,765
+0.9%
0.21%
+5.1%
Q1 2015$959,000
+98.6%
22,555
+97.0%
0.20%
+95.0%
Q4 2014$483,000
-80.8%
11,450
-78.3%
0.10%
-84.7%
Q3 2014$2,522,000
+9.5%
52,775
+18.7%
0.66%
+10.5%
Q2 2014$2,304,000
+19.6%
44,450
+13.2%
0.60%
+16.8%
Q1 2014$1,927,000
+9.6%
39,280
+14.0%
0.51%
+7.1%
Q4 2013$1,759,000
+5.7%
34,470
+7.1%
0.48%
-2.2%
Q3 2013$1,664,000
+16.9%
32,185
+9.3%
0.49%
+11.4%
Q2 2013$1,424,00029,4550.44%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders