WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 193 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.80 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |