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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,014,000 | +7.3% | 175,100 | -3.2% | 1.46% | -6.2% |
| Q3 2019 | $7,472,000 | -3.1% | 180,875 | +4.7% | 1.55% | -3.7% |
| Q2 2019 | $7,715,000 | +1.2% | 172,750 | -0.7% | 1.61% | -0.4% |
| Q1 2019 | $7,627,000 | +5.0% | 173,975 | -3.9% | 1.62% | -16.6% |
| Q4 2018 | $7,266,000 | -16.7% | 180,975 | -9.4% | 1.94% | +11.8% |
| Q3 2018 | $8,720,000 | +0.3% | 199,675 | -1.5% | 1.74% | -8.3% |
| Q2 2018 | $8,694,000 | -9.3% | 202,800 | +1.2% | 1.89% | -12.2% |
| Q1 2018 | $9,586,000 | +58.1% | 200,450 | +50.0% | 2.16% | +51.5% |
| Q4 2017 | $6,062,000 | – | 133,675 | – | 1.42% | – |
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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% |