Lee Financial Co - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$010.0%0.00%
Q4 2018$010.0%0.00%
Q3 2018$010.0%0.00%
Q2 2018$010.0%0.00%
Q1 2018$010.0%0.00%
Q4 2017$01
-90.0%
0.00%
Q3 2017$0
-100.0%
10
-99.5%
0.00%
-100.0%
Q2 2017$78,0000.0%1,9100.0%0.03%
-6.5%
Q1 2017$78,000
+9.9%
1,910
+0.1%
0.03%
-22.5%
Q4 2016$71,0001,9090.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 617,300$29,772,00017.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 413,080$19,964,00014.36%
Accredited Investors Inc. 688,100$33,256,00013.13%
Smith & Howard Wealth Management, LLC 376,141$18,179,00011.65%
Financial Management Professionals, Inc. 254,798$12,314,0009.06%
Savant Capital, LLC 322,640$15,593,0009.05%
EXCELSIA, INC. 147,853$7,146,0006.98%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 128,387$6,205,0005.40%
Crestwood Advisors Group, LLC 564,859$27,300,0005.05%
Highmount Capital, LLC 371,213$17,940,0004.71%
View complete list of WISDOMTREE TR shareholders