WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,575,000 | +7.4% | 36,055 | +5.5% | 0.18% | +7.3% |
| Q2 2018 | $1,466,000 | +362.5% | 34,190 | +415.4% | 0.16% | +256.5% |
| Q3 2014 | $317,000 | -1.2% | 6,634 | +7.1% | 0.05% | 0.0% |
| Q2 2014 | $321,000 | -24.8% | 6,192 | -28.8% | 0.05% | -37.8% |
| Q1 2014 | $427,000 | +1.4% | 8,696 | +5.4% | 0.07% | -1.3% |
| Q4 2013 | $421,000 | -11.6% | 8,251 | -10.5% | 0.08% | -20.2% |
| Q3 2013 | $476,000 | +60.8% | 9,214 | +50.6% | 0.09% | +44.6% |
| Q2 2013 | $296,000 | – | 6,118 | – | 0.06% | – |
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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% |