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 ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |