WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $10,000 | +11.1% | 269 | +1.5% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 265 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $12,000 | -53.8% | 265 | -58.0% | 0.00% | -50.0% |
| Q3 2019 | $26,000 | -3.7% | 631 | +4.0% | 0.01% | +20.0% |
| Q2 2019 | $27,000 | 0.0% | 607 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $27,000 | +12.5% | 605 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | -7.7% | 605 | +3.1% | 0.01% | +25.0% |
| Q3 2018 | $26,000 | +4.0% | 587 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $25,000 | -10.7% | 587 | +1.0% | 0.00% | -20.0% |
| Q1 2018 | $28,000 | +7.7% | 581 | +0.7% | 0.01% | +25.0% |
| Q4 2017 | $26,000 | +8.3% | 577 | +2.1% | 0.00% | 0.0% |
| Q3 2017 | $24,000 | +4.3% | 565 | +1.1% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | 0.0% | 559 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | +9.5% | 559 | +0.7% | 0.00% | -20.0% |
| Q4 2016 | $21,000 | +5.0% | 555 | +2.2% | 0.01% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 543 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $19,000 | 0.0% | 543 | +0.7% | 0.01% | -28.6% |
| Q1 2016 | $19,000 | -79.8% | 539 | -75.1% | 0.01% | -79.4% |
| Q2 2015 | $94,000 | -2.1% | 2,163 | -4.2% | 0.03% | -8.1% |
| Q1 2015 | $96,000 | -41.5% | 2,259 | -42.1% | 0.04% | -48.6% |
| Q4 2014 | $164,000 | -0.6% | 3,899 | +12.9% | 0.07% | -11.1% |
| Q3 2014 | $165,000 | -25.0% | 3,452 | -18.7% | 0.08% | -23.6% |
| Q2 2014 | $220,000 | -22.0% | 4,247 | -26.2% | 0.11% | -37.3% |
| Q1 2014 | $282,000 | -92.8% | 5,755 | -92.5% | 0.17% | -92.6% |
| Q4 2013 | $3,892,000 | -17.6% | 76,273 | -16.3% | 2.28% | -25.3% |
| Q3 2013 | $4,721,000 | -2.1% | 91,127 | -9.0% | 3.05% | -14.0% |
| Q2 2013 | $4,824,000 | – | 100,090 | – | 3.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $4,786,000 | 9.46% |
| Larson Financial Group LLC | 120,740 | $5,273,000 | 6.03% |
| JGP Wealth Management, LLC | 283,358 | $12,374,000 | 4.95% |
| Accredited Investors Inc. | 407,191 | $17,782,000 | 4.39% |
| MENLO ADVISORS LLC | 131,255 | $5,731,000 | 3.87% |
| Smart Money Group LLC | 74,217 | $3,241,000 | 2.94% |
| GM Advisory Group, LLC | 207,910 | $9,079,000 | 2.85% |
| Cornerstone Capital, Inc. | 385,121 | $16,818,000 | 2.56% |
| McNamara Financial Services, Inc. | 113,988 | $4,978,000 | 2.10% |
| Bridgecreek Investment Management, LLC | 199,675 | $8,720,000 | 1.74% |