WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $527,000 | -20.8% | 12,299 | -11.5% | 0.40% | -24.1% |
| Q1 2018 | $665,000 | +3.3% | 13,899 | -2.1% | 0.53% | +4.8% |
| Q4 2017 | $644,000 | +8.6% | 14,199 | +2.9% | 0.50% | +9.1% |
| Q3 2017 | $593,000 | +1.9% | 13,799 | -2.8% | 0.46% | +0.2% |
| Q2 2017 | $582,000 | +1.4% | 14,199 | +1.1% | 0.46% | +1.3% |
| Q1 2017 | $574,000 | +64.5% | 14,049 | +50.3% | 0.45% | +56.7% |
| Q4 2016 | $349,000 | -39.5% | 9,349 | -39.1% | 0.29% | -33.7% |
| Q3 2016 | $577,000 | +0.9% | 15,349 | -5.0% | 0.44% | -6.4% |
| Q2 2016 | $572,000 | +1.8% | 16,149 | 0.0% | 0.47% | -5.5% |
| Q1 2016 | $562,000 | +1.8% | 16,149 | -7.5% | 0.49% | +5.6% |
| Q4 2015 | $552,000 | -52.1% | 17,449 | -49.3% | 0.47% | -50.3% |
| Q3 2015 | $1,152,000 | -26.3% | 34,400 | -4.4% | 0.94% | -14.5% |
| Q2 2015 | $1,563,000 | +1.9% | 36,000 | -0.3% | 1.10% | +8.7% |
| Q1 2015 | $1,534,000 | -0.3% | 36,100 | -1.1% | 1.01% | -2.4% |
| Q4 2014 | $1,539,000 | -56.0% | 36,500 | -50.1% | 1.04% | -15.0% |
| Q3 2014 | $3,498,000 | +84.4% | 73,200 | +100.0% | 1.22% | +2.5% |
| Q2 2014 | $1,897,000 | +5.6% | 36,600 | 0.0% | 1.19% | -4.9% |
| Q1 2014 | $1,796,000 | – | 36,600 | – | 1.25% | – |
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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% |