WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $655,228 | +9.2% | 16,107 | +19.8% | 0.00% | -71.4% |
Q2 2019 | $600,000 | +13.9% | 13,442 | +11.8% | 0.01% | -12.5% |
Q1 2019 | $527,000 | +2.7% | 12,027 | -5.8% | 0.01% | -11.1% |
Q4 2018 | $513,000 | -19.7% | 12,773 | -12.7% | 0.01% | -43.8% |
Q3 2018 | $639,000 | -27.7% | 14,637 | -29.0% | 0.02% | -36.0% |
Q2 2018 | $884,000 | -46.5% | 20,621 | -40.4% | 0.02% | -57.6% |
Q1 2018 | $1,653,000 | -1.5% | 34,581 | -6.6% | 0.06% | -9.2% |
Q4 2017 | $1,679,000 | +1.2% | 37,028 | -4.1% | 0.06% | -13.3% |
Q3 2017 | $1,659,000 | +5.2% | 38,591 | +0.3% | 0.08% | +1.4% |
Q2 2017 | $1,577,000 | -4.4% | 38,463 | -4.8% | 0.07% | +2.8% |
Q1 2017 | $1,650,000 | +15.4% | 40,393 | +5.5% | 0.07% | +9.1% |
Q4 2016 | $1,430,000 | -16.0% | 38,293 | -15.5% | 0.07% | -19.5% |
Q3 2016 | $1,702,000 | +11.7% | 45,304 | +5.3% | 0.08% | 0.0% |
Q2 2016 | $1,524,000 | -1.0% | 43,019 | -2.7% | 0.08% | -9.9% |
Q1 2016 | $1,540,000 | 0.0% | 44,209 | -9.1% | 0.09% | -8.1% |
Q4 2015 | $1,540,000 | -12.1% | 48,661 | -7.0% | 0.10% | +26.9% |
Q3 2015 | $1,752,000 | -29.1% | 52,321 | -8.0% | 0.08% | -32.2% |
Q2 2015 | $2,471,000 | +3.1% | 56,900 | +0.9% | 0.12% | -43.6% |
Q1 2015 | $2,397,000 | +1.1% | 56,399 | +0.3% | 0.20% | -4.2% |
Q4 2014 | $2,370,000 | -35.0% | 56,223 | -26.3% | 0.21% | -48.0% |
Q3 2014 | $3,644,000 | -8.0% | 76,269 | -0.2% | 0.41% | -6.6% |
Q2 2014 | $3,963,000 | -0.4% | 76,453 | -5.7% | 0.44% | -14.3% |
Q1 2014 | $3,977,000 | -5.6% | 81,055 | -1.8% | 0.51% | -3.0% |
Q4 2013 | $4,211,000 | -20.4% | 82,520 | -19.4% | 0.53% | -45.8% |
Q3 2013 | $5,289,000 | -11.5% | 102,324 | -17.3% | 0.98% | -22.6% |
Q2 2013 | $5,978,000 | – | 123,698 | – | 1.26% | – |
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% |