WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $206,000 | -31.1% | 5,708 | -13.3% | 0.01% | -60.9% |
Q4 2017 | $299,000 | +12.0% | 6,586 | +6.3% | 0.02% | +4.5% |
Q3 2017 | $267,000 | +5.5% | 6,198 | +0.4% | 0.02% | -8.3% |
Q2 2017 | $253,000 | +3.3% | 6,176 | +3.0% | 0.02% | 0.0% |
Q1 2017 | $245,000 | -2.0% | 5,994 | -10.5% | 0.02% | -11.1% |
Q4 2016 | $250,000 | -19.6% | 6,694 | -19.1% | 0.03% | -27.0% |
Q3 2016 | $311,000 | +22.0% | 8,276 | +14.8% | 0.04% | +12.1% |
Q2 2016 | $255,000 | -4.1% | 7,211 | -5.6% | 0.03% | -8.3% |
Q1 2016 | $266,000 | +6.4% | 7,636 | -3.5% | 0.04% | +2.9% |
Q4 2015 | $250,000 | -2.3% | 7,913 | +34.2% | 0.04% | 0.0% |
Q2 2015 | $256,000 | +0.8% | 5,898 | -1.2% | 0.04% | +2.9% |
Q1 2015 | $254,000 | -1.9% | 5,970 | -2.7% | 0.03% | 0.0% |
Q4 2014 | $259,000 | – | 6,136 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |