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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $514,000 | +10.1% | 14,750 | 0.0% | 0.25% | +9.2% |
| Q4 2015 | $467,000 | -5.5% | 14,750 | 0.0% | 0.23% | -11.6% |
| Q3 2015 | $494,000 | -22.9% | 14,750 | 0.0% | 0.26% | -17.0% |
| Q2 2015 | $641,000 | +2.2% | 14,750 | 0.0% | 0.31% | +3.3% |
| Q1 2015 | $627,000 | +0.8% | 14,750 | 0.0% | 0.30% | +4.9% |
| Q4 2014 | $622,000 | -11.8% | 14,750 | 0.0% | 0.29% | -15.1% |
| Q3 2014 | $705,000 | -7.8% | 14,750 | 0.0% | 0.34% | -6.6% |
| Q2 2014 | $765,000 | +5.7% | 14,750 | 0.0% | 0.36% | 0.0% |
| Q1 2014 | $724,000 | -3.9% | 14,750 | 0.0% | 0.36% | -5.0% |
| Q4 2013 | $753,000 | -1.2% | 14,750 | 0.0% | 0.38% | -12.0% |
| Q3 2013 | $762,000 | – | 14,750 | – | 0.43% | – |
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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% |