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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,000 | +450.0% | 250 | +400.0% | 0.00% | +200.0% |
| Q4 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | -66.7% | 50 | -66.7% | 0.00% | -66.7% |
| Q3 2016 | $6,000 | -87.0% | 150 | -89.1% | 0.00% | -86.4% |
| Q3 2015 | $46,000 | -77.2% | 1,380 | -71.1% | 0.02% | -78.2% |
| Q4 2014 | $202,000 | -30.3% | 4,769 | -22.7% | 0.10% | -34.0% |
| Q3 2014 | $290,000 | -95.8% | 6,167 | -95.3% | 0.15% | -95.7% |
| Q2 2014 | $6,825,000 | +3.1% | 131,652 | -2.4% | 3.58% | +2.3% |
| Q1 2014 | $6,617,000 | -13.1% | 134,845 | -9.6% | 3.50% | -16.8% |
| Q4 2013 | $7,616,000 | +0.5% | 149,245 | +1.8% | 4.20% | -3.7% |
| Q3 2013 | $7,576,000 | +11.3% | 146,559 | +3.0% | 4.36% | +7.3% |
| Q2 2013 | $6,807,000 | – | 142,292 | – | 4.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |