WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.37 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $15,000 | -25.0% | 336 | -16.0% | 0.00% | 0.0% |
Q1 2018 | $20,000 | +5.3% | 400 | -0.2% | 0.00% | 0.0% |
Q4 2017 | $19,000 | +18.8% | 401 | +10.2% | 0.00% | +50.0% |
Q3 2017 | $16,000 | -5.9% | 364 | -11.9% | 0.00% | 0.0% |
Q2 2017 | $17,000 | +13.3% | 413 | +17.3% | 0.00% | 0.0% |
Q1 2017 | $15,000 | 0.0% | 352 | -8.3% | 0.00% | 0.0% |
Q4 2016 | $15,000 | -79.5% | 384 | -81.4% | 0.00% | -66.7% |
Q1 2016 | $73,000 | +3550.0% | 2,069 | +7034.5% | 0.01% | – |
Q2 2015 | $2,000 | – | 29 | – | 0.00% | – |
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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% |