WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 188 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 2.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $344,000 | -22.9% | 10,283 | +0.2% | 0.04% | -18.2% |
| Q2 2015 | $446,000 | +0.5% | 10,265 | -1.8% | 0.04% | 0.0% |
| Q1 2015 | $444,000 | -0.4% | 10,454 | -1.3% | 0.04% | -2.2% |
| Q4 2014 | $446,000 | -9.5% | 10,590 | +2.6% | 0.04% | -10.0% |
| Q3 2014 | $493,000 | +34.3% | 10,325 | +46.0% | 0.05% | +19.0% |
| Q2 2014 | $367,000 | +5.8% | 7,074 | 0.0% | 0.04% | -6.7% |
| Q1 2014 | $347,000 | -3.9% | 7,074 | 0.0% | 0.04% | -10.0% |
| Q4 2013 | $361,000 | +10.7% | 7,074 | +4.9% | 0.05% | -15.3% |
| Q2 2013 | $326,000 | – | 6,744 | – | 0.06% | – |
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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% |