WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $49,000 | +11.4% | 1,060 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $44,000 | -6.4% | 1,060 | 0.0% | 0.01% | -22.2% |
| Q2 2019 | $47,000 | +6.8% | 1,060 | +5.2% | 0.01% | 0.0% |
| Q1 2019 | $44,000 | +10.0% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 1,008 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $44,000 | +2.3% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $43,000 | -10.4% | 1,008 | 0.0% | 0.01% | -20.0% |
| Q1 2018 | $48,000 | +4.3% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $46,000 | – | 1,008 | – | 0.01% | – |
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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% |