WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 238 filers reported holding WISDOMTREE TR in Q2 2013. The put-call ratio across all filers is 3.97 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $209,000 | -30.8% | 6,229 | -10.5% | 0.05% | -27.0% |
| Q2 2015 | $302,000 | +2.0% | 6,960 | +0.0% | 0.06% | +1.6% |
| Q1 2015 | $296,000 | -87.5% | 6,959 | -87.6% | 0.06% | -87.6% |
| Q4 2014 | $2,367,000 | -0.7% | 56,149 | +12.6% | 0.50% | -2.9% |
| Q3 2014 | $2,383,000 | -15.9% | 49,884 | -8.7% | 0.52% | -14.9% |
| Q2 2014 | $2,832,000 | -1.2% | 54,624 | -6.5% | 0.60% | -4.1% |
| Q1 2014 | $2,866,000 | +2.7% | 58,407 | +6.7% | 0.63% | -5.5% |
| Q4 2013 | $2,792,000 | +0.4% | 54,722 | +1.7% | 0.67% | -8.9% |
| Q3 2013 | $2,782,000 | +33.1% | 53,819 | +24.4% | 0.73% | +26.2% |
| Q2 2013 | $2,090,000 | – | 43,255 | – | 0.58% | – |
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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% |