WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 183 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,484,000 | +7.3% | 127,523 | +2.3% | 0.03% | +3.1% |
| Q2 2017 | $5,110,000 | +9.8% | 124,672 | +9.5% | 0.03% | +3.2% |
| Q1 2017 | $4,652,000 | +6.5% | 113,873 | -2.7% | 0.03% | -3.1% |
| Q4 2016 | $4,370,000 | -51.0% | 117,044 | -50.7% | 0.03% | -54.9% |
| Q3 2016 | $8,923,000 | +7.0% | 237,503 | +0.8% | 0.07% | +1.4% |
| Q2 2016 | $8,342,000 | -0.2% | 235,523 | -1.8% | 0.07% | -5.4% |
| Q1 2016 | $8,357,000 | +8.2% | 239,934 | -1.8% | 0.07% | +1.4% |
| Q4 2015 | $7,727,000 | -9.7% | 244,217 | -4.4% | 0.07% | -18.9% |
| Q3 2015 | $8,557,000 | -27.6% | 255,579 | -6.1% | 0.09% | -23.1% |
| Q2 2015 | $11,818,000 | -0.4% | 272,123 | -2.5% | 0.12% | -4.9% |
| Q1 2015 | $11,866,000 | -2.5% | 279,189 | -3.3% | 0.12% | -9.6% |
| Q4 2014 | $12,175,000 | -17.5% | 288,793 | -6.5% | 0.14% | -24.0% |
| Q3 2014 | $14,758,000 | -4.1% | 308,874 | +4.1% | 0.18% | -4.3% |
| Q2 2014 | $15,383,000 | -1.3% | 296,744 | -6.6% | 0.19% | -13.0% |
| Q1 2014 | $15,589,000 | -9.9% | 317,683 | -6.3% | 0.22% | -14.3% |
| Q4 2013 | $17,300,000 | -3.5% | 339,013 | -2.3% | 0.25% | -13.7% |
| Q3 2013 | $17,935,000 | +15.7% | 346,971 | +8.1% | 0.29% | +6.2% |
| Q2 2013 | $15,506,000 | – | 320,836 | – | 0.27% | – |
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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% |