WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $41,534,000 | -22.1% | 1,010 | -33.3% | 0.00% | -33.3% |
| Q3 2020 | $53,338,000 | +143.7% | 1,514 | -99.8% | 0.00% | -98.8% |
| Q2 2020 | $21,888,000 | +14.9% | 605,801 | +2.6% | 0.26% | -37.6% |
| Q1 2020 | $19,044,000 | +1.5% | 590,520 | +44.0% | 0.41% | +5.9% |
| Q4 2019 | $18,764,000 | +109.2% | 409,972 | +88.8% | 0.39% | +80.1% |
| Q3 2019 | $8,970,000 | +118.5% | 217,142 | +112.3% | 0.22% | -22.3% |
| Q4 2018 | $4,106,000 | +201.0% | 102,288 | +227.4% | 0.28% | +2988.9% |
| Q3 2018 | $1,364,000 | +2.7% | 31,238 | +0.8% | 0.01% | +12.5% |
| Q2 2018 | $1,328,000 | -10.3% | 30,979 | 0.0% | 0.01% | -90.7% |
| Q1 2018 | $1,481,000 | +6.2% | 30,979 | +0.8% | 0.09% | -11.3% |
| Q4 2017 | $1,394,000 | +9.7% | 30,730 | +3.9% | 0.10% | +7.8% |
| Q3 2017 | $1,271,000 | +13.3% | 29,566 | -11.8% | 0.09% | -26.2% |
| Q3 2015 | $1,122,000 | – | 33,520 | – | 0.12% | – |
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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% |