WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,000 | – | 100 | +900.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 10 | -95.2% | 0.00% | -100.0% |
| Q2 2021 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | -30.8% | 210 | -32.3% | 0.00% | -50.0% |
| Q4 2020 | $13,000 | +18.2% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +175.0% | 310 | +181.8% | 0.00% | +100.0% |
| Q2 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | – | 110 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |