WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $137,000 | +17.1% | 3,320 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $117,000 | -2.5% | 3,320 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $120,000 | +27.7% | 3,320 | +13.7% | 0.00% | 0.0% |
| Q1 2020 | $94,000 | -29.9% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $134,000 | +10.7% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $121,000 | -6.9% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $130,000 | +1.6% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $128,000 | +9.4% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $117,000 | -8.6% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $128,000 | +2.4% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $125,000 | -10.7% | 2,920 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $140,000 | – | 2,920 | +729.5% | 0.00% | – |
| Q1 2013 | $0 | – | 352 | – | 0.00% | – |
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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% |