WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $9,000 | 0.0% | 209 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $9,000 | +28.6% | 209 | 0.0% | 0.00% | +50.0% |
Q3 2020 | $7,000 | -12.5% | 209 | 0.0% | 0.00% | -33.3% |
Q2 2020 | $8,000 | -20.0% | 209 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $10,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $10,000 | +11.1% | 209 | 0.0% | 0.00% | +33.3% |
Q3 2019 | $9,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $9,000 | -65.4% | 209 | -67.2% | 0.00% | -75.0% |
Q4 2018 | $26,000 | -7.1% | 638 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $28,000 | -17.6% | 638 | -19.6% | 0.01% | -20.0% |
Q2 2018 | $34,000 | -32.0% | 794 | -24.7% | 0.02% | -28.6% |
Q1 2018 | $50,000 | +4.2% | 1,054 | 0.0% | 0.02% | +10.5% |
Q4 2017 | $48,000 | +6.7% | 1,054 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $45,000 | +9.8% | 1,054 | +5.1% | 0.02% | 0.0% |
Q2 2017 | $41,000 | -74.1% | 1,003 | -74.0% | 0.02% | -74.3% |
Q1 2017 | $158,000 | +1.9% | 3,859 | -7.1% | 0.07% | -2.6% |
Q4 2016 | $155,000 | -4.3% | 4,154 | -3.6% | 0.08% | -5.0% |
Q3 2016 | $162,000 | +5.2% | 4,310 | -0.7% | 0.08% | +1.3% |
Q2 2016 | $154,000 | -3.1% | 4,339 | -5.1% | 0.08% | -11.2% |
Q1 2016 | $159,000 | -11.7% | 4,573 | -18.2% | 0.09% | -10.1% |
Q4 2015 | $180,000 | -43.8% | 5,592 | -41.0% | 0.10% | -48.2% |
Q3 2015 | $320,000 | -25.4% | 9,470 | -4.2% | 0.19% | -26.0% |
Q2 2015 | $429,000 | +0.7% | 9,884 | -1.3% | 0.26% | -4.8% |
Q1 2015 | $426,000 | -10.1% | 10,014 | -10.9% | 0.27% | -12.6% |
Q4 2014 | $474,000 | -7.2% | 11,235 | +5.1% | 0.31% | -9.1% |
Q3 2014 | $511,000 | -3.9% | 10,686 | +4.2% | 0.34% | -11.7% |
Q2 2014 | $532,000 | -31.8% | 10,260 | -35.4% | 0.39% | -33.7% |
Q1 2014 | $780,000 | -65.4% | 15,887 | -64.1% | 0.58% | -31.2% |
Q4 2013 | $2,256,000 | +49.7% | 44,204 | +51.7% | 0.85% | -30.4% |
Q3 2013 | $1,507,000 | -18.5% | 29,146 | -23.8% | 1.22% | -23.2% |
Q2 2013 | $1,849,000 | – | 38,255 | – | 1.58% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |