WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |