WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 269 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $219,000 | +9.0% | 5,360 | -0.5% | 0.05% | +4.5% |
| Q4 2016 | $201,000 | -7.4% | 5,385 | -6.9% | 0.04% | -10.2% |
| Q3 2016 | $217,000 | +8.5% | 5,785 | +2.7% | 0.05% | +6.5% |
| Q2 2016 | $200,000 | -4.8% | 5,635 | -6.6% | 0.05% | -9.8% |
| Q1 2016 | $210,000 | -76.4% | 6,035 | -77.2% | 0.05% | -81.2% |
| Q3 2015 | $888,000 | -26.3% | 26,525 | -4.4% | 0.27% | -19.6% |
| Q2 2015 | $1,205,000 | +7.3% | 27,755 | +5.0% | 0.34% | +8.0% |
| Q1 2015 | $1,123,000 | -9.0% | 26,445 | -9.7% | 0.31% | -19.6% |
| Q4 2014 | $1,234,000 | -16.1% | 29,276 | -4.9% | 0.39% | -21.3% |
| Q3 2014 | $1,471,000 | -7.7% | 30,796 | +0.1% | 0.49% | -10.7% |
| Q2 2014 | $1,594,000 | +3.8% | 30,751 | -1.8% | 0.55% | -5.2% |
| Q1 2014 | $1,536,000 | +0.3% | 31,305 | +4.3% | 0.58% | -2.8% |
| Q4 2013 | $1,532,000 | +3.5% | 30,015 | +4.8% | 0.60% | -4.3% |
| Q3 2013 | $1,480,000 | +8.0% | 28,630 | +1.0% | 0.63% | +1.6% |
| Q2 2013 | $1,370,000 | – | 28,345 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
| All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
| Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
| Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
| TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
| Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
| Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
| Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
| CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
| FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |