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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $7,662,000 | -3.0% | 180,278 | -3.8% | 0.34% | -4.5% |
| Q4 2014 | $7,899,000 | -23.7% | 187,358 | -13.6% | 0.36% | -22.3% |
| Q3 2014 | $10,356,000 | -6.2% | 216,743 | +1.8% | 0.46% | -4.0% |
| Q2 2014 | $11,036,000 | +10.6% | 212,877 | +4.6% | 0.48% | +5.5% |
| Q1 2014 | $9,982,000 | +4.3% | 203,430 | +8.5% | 0.46% | +9.1% |
| Q4 2013 | $9,567,000 | +3.7% | 187,486 | +5.1% | 0.42% | -5.4% |
| Q3 2013 | $9,225,000 | -40.1% | 178,472 | -44.0% | 0.44% | -43.5% |
| Q2 2013 | $15,393,000 | – | 318,501 | – | 0.78% | – |
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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% |