WFG Advisors, LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 189 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 6.91 and the average weighting 0.3%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$268,000
+30.7%
6,544
+30.2%
0.06%
+10.9%
Q1 2017$205,000
+105.0%
5,026
+87.8%
0.06%
+129.2%
Q4 2016$100,000
-8.3%
2,676
-7.9%
0.02%
-11.1%
Q3 2016$109,000
+12.4%
2,905
+5.8%
0.03%
+3.8%
Q2 2016$97,000
+2.1%
2,747
+0.2%
0.03%
-3.7%
Q1 2016$95,000
+25.0%
2,741
+14.8%
0.03%
+17.4%
Q4 2015$76,000
-14.6%
2,387
-9.9%
0.02%
-17.9%
Q3 2015$89,000
-42.9%
2,649
-26.1%
0.03%
-34.9%
Q2 2015$156,000
+27.9%
3,586
+25.0%
0.04%
+26.5%
Q1 2015$122,000
+34.1%
2,868
+33.1%
0.03%
+88.9%
Q4 2014$91,000
-85.8%
2,155
-84.0%
0.02%
-85.2%
Q3 2014$642,000
-9.4%
13,442
-1.8%
0.12%
-7.6%
Q2 2014$709,000
+3.8%
13,684
-1.7%
0.13%
-3.6%
Q1 2014$683,000
+7.1%
13,920
+11.4%
0.14%
+50.5%
Q4 2013$638,000
-0.6%
12,501
+0.6%
0.09%
-8.1%
Q3 2013$642,000
+6.8%
12,425
-0.0%
0.10%
-1.0%
Q2 2013$601,00012,4280.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
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