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 2020 | $12,000 | -7.7% | 350 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $13,000 | +18.2% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $11,000 | -31.2% | 350 | 0.0% | 0.01% | -14.3% |
Q4 2019 | $16,000 | +14.3% | 350 | 0.0% | 0.01% | +16.7% |
Q3 2019 | $14,000 | -12.5% | 350 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $16,000 | +6.7% | 350 | 0.0% | 0.01% | +16.7% |
Q1 2019 | $15,000 | +7.1% | 350 | 0.0% | 0.01% | -14.3% |
Q4 2018 | $14,000 | -6.7% | 350 | 0.0% | 0.01% | +16.7% |
Q3 2018 | $15,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $15,000 | -11.8% | 350 | 0.0% | 0.01% | -14.3% |
Q1 2018 | $17,000 | +6.2% | 350 | 0.0% | 0.01% | +16.7% |
Q4 2017 | $16,000 | +6.7% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $15,000 | +7.1% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $14,000 | 0.0% | 350 | 0.0% | 0.01% | -14.3% |
Q1 2017 | $14,000 | +7.7% | 350 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $13,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $13,000 | +8.3% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $12,000 | 0.0% | 350 | 0.0% | 0.01% | +16.7% |
Q1 2016 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | -14.3% |
Q3 2015 | $12,000 | -81.5% | 350 | -76.7% | 0.01% | -81.1% |
Q2 2015 | $65,000 | +1.6% | 1,500 | 0.0% | 0.04% | +2.8% |
Q1 2015 | $64,000 | -62.6% | 1,500 | -63.0% | 0.04% | -66.0% |
Q4 2014 | $171,000 | -34.7% | 4,050 | -26.1% | 0.11% | -35.8% |
Q3 2014 | $262,000 | -50.2% | 5,480 | -46.0% | 0.16% | -47.5% |
Q2 2014 | $526,000 | +1.5% | 10,155 | -3.8% | 0.31% | -1.6% |
Q1 2014 | $518,000 | -9.4% | 10,555 | -5.8% | 0.32% | -10.6% |
Q4 2013 | $572,000 | +8.7% | 11,205 | +10.2% | 0.36% | +7.5% |
Q3 2013 | $526,000 | +31.5% | 10,170 | +22.8% | 0.33% | +36.1% |
Q2 2013 | $400,000 | – | 8,280 | – | 0.24% | – |
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% |