Accredited Investors Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Accredited Investors Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$300,000
-16.9%
6,933
-16.3%
0.03%
-30.8%
Q3 2021$361,000
-43.0%
8,281
-40.3%
0.04%
-40.0%
Q2 2021$633,000
-37.3%
13,865
-39.1%
0.06%
-51.9%
Q1 2021$1,010,000
-62.0%
22,774
-64.8%
0.14%
-69.7%
Q4 2020$2,661,000
+14.8%
64,689
-1.6%
0.45%
-8.0%
Q3 2020$2,317,000
-67.4%
65,751
-66.6%
0.48%
-66.5%
Q2 2020$7,118,000
-19.4%
197,014
-28.0%
1.45%
-30.3%
Q1 2020$8,828,000
-37.0%
273,750
-10.5%
2.08%
-12.6%
Q4 2019$14,004,000
+7.8%
305,972
-2.7%
2.38%
-4.9%
Q3 2019$12,986,000
-8.7%
314,347
-1.3%
2.50%
-10.2%
Q2 2019$14,226,000
-7.1%
318,532
-8.8%
2.78%
-9.7%
Q1 2019$15,307,000
-5.0%
349,156
-13.0%
3.08%
-14.4%
Q4 2018$16,110,000
-9.4%
401,239
-1.5%
3.60%
-18.1%
Q3 2018$17,782,000
+1.5%
407,191
-0.3%
4.39%
-3.0%
Q2 2018$17,516,000
-12.2%
408,578
-2.0%
4.53%
-16.9%
Q1 2018$19,944,000
-8.4%
417,058
-13.2%
5.45%
-9.6%
Q4 2017$21,780,000
-0.8%
480,262
-6.0%
6.02%
-0.6%
Q3 2017$21,965,000
-2.2%
510,805
-6.8%
6.06%
+4.3%
Q2 2017$22,466,000
-15.5%
548,095
-15.8%
5.81%
-12.3%
Q1 2017$26,602,000
+9.5%
651,221
+0.1%
6.63%
+5.3%
Q4 2016$24,300,000
-2.2%
650,773
-1.6%
6.29%
-7.8%
Q3 2016$24,852,000
-33.2%
661,473
-37.0%
6.82%
-33.5%
Q2 2016$37,209,000
-44.1%
1,050,516
-45.1%
10.26%
-39.7%
Q1 2016$66,613,000
+164.0%
1,912,516
+139.8%
17.02%
+174.1%
Q4 2015$25,234,000
-46.8%
797,512
-43.7%
6.21%
-2.8%
Q3 2015$47,454,000
+14.6%
1,417,378
+48.6%
6.39%
-41.3%
Q2 2015$41,416,000
+5.8%
953,863
+3.5%
10.88%
+9.2%
Q1 2015$39,161,000
+10.7%
921,426
+9.8%
9.96%
-4.8%
Q4 2014$35,385,000
-37.0%
839,284
-28.6%
10.47%
-38.3%
Q3 2014$56,132,000
-2.5%
1,174,787
+5.8%
16.96%
-9.4%
Q2 2014$57,575,000
+3.1%
1,110,627
-2.4%
18.72%
+0.4%
Q1 2014$55,844,000
+7.3%
1,138,027
+11.6%
18.65%
+2.4%
Q4 2013$52,049,000
+0.1%
1,019,959
+1.4%
18.21%
-5.1%
Q3 2013$51,988,000
+56.3%
1,005,756
+46.2%
19.18%
+46.1%
Q2 2013$33,256,000688,10013.13%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders