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 | ||||
|---|---|---|---|---|---|---|
| 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 | $601,000 | – | 12,428 | – | 0.10% | – |
Download | ||||||
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% |