WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 220 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is 2.24 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |