3D ASSET MANAGEMENT, INC - WISDOMTREE TR ownership

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
3D ASSET MANAGEMENT, INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$470,000
+9.8%
10,274
-0.9%
0.11%
+6.9%
Q3 2019$428,000
-5.3%
10,370
+2.4%
0.10%
-7.3%
Q2 2019$452,000
+1.8%
10,126
-0.1%
0.11%
+4.8%
Q1 2019$444,000
+0.9%
10,133
-7.5%
0.10%
-7.1%
Q4 2018$440,000
-6.8%
10,955
+1.3%
0.11%
+5.6%
Q3 2018$472,000
+0.2%
10,810
-1.6%
0.11%
-5.3%
Q2 2018$471,000
-14.2%
10,988
-4.3%
0.11%
-13.1%
Q1 2018$549,000
-4.2%
11,480
-9.2%
0.13%
-2.3%
Q4 2017$573,000
+4.6%
12,644
-0.8%
0.13%
+2.3%
Q3 2017$548,000
+2.0%
12,751
-3.6%
0.13%
-5.1%
Q2 2017$537,000
-1.6%
13,221
-1.1%
0.14%
-2.8%
Q1 2017$546,000
+5.2%
13,367
-3.9%
0.14%
+1.4%
Q4 2016$519,000
-22.4%
13,906
-21.9%
0.14%
-22.8%
Q3 2016$669,000
-2.0%
17,794
-7.8%
0.18%
-5.3%
Q2 2016$683,000
-3.0%
19,294
-4.6%
0.19%
-5.0%
Q1 2016$704,000
+6.5%
20,223
-3.2%
0.20%
+1.5%
Q4 2015$661,000
-8.7%
20,895
-3.3%
0.20%
-10.5%
Q3 2015$724,000
-18.9%
21,614
+5.1%
0.22%
-17.9%
Q2 2015$893,000
+4.2%
20,569
+2.0%
0.27%
+3.5%
Q1 2015$857,000
+3.9%
20,162
+3.0%
0.26%
+2.8%
Q4 2014$825,000
-19.1%
19,572
-8.3%
0.25%
-18.7%
Q3 2014$1,020,000
-21.1%
21,351
-14.4%
0.31%
-17.3%
Q2 2014$1,293,000
-11.3%
24,947
-16.0%
0.38%
-14.2%
Q1 2014$1,458,000
-11.1%
29,704
-7.6%
0.44%
-12.4%
Q4 2013$1,640,000
-11.0%
32,146
-9.8%
0.50%
-16.4%
Q3 2013$1,842,000
-86.8%
35,629
-87.7%
0.60%
-87.3%
Q2 2013$13,975,000289,1514.70%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders