WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 192 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,000 | -89.0% | 300 | -86.4% | 0.00% | -100.0% |
| Q3 2019 | $91,000 | +600.0% | 2,200 | +633.3% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $12,000 | -63.6% | 300 | -60.0% | 0.00% | 0.0% |
| Q3 2018 | $33,000 | +3.1% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $32,000 | -11.1% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | +5.9% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $34,000 | +6.2% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $32,000 | -27.3% | 750 | -30.2% | 0.00% | -50.0% |
| Q2 2017 | $44,000 | -17.0% | 1,075 | -17.3% | 0.00% | 0.0% |
| Q1 2017 | $53,000 | -41.8% | 1,300 | -46.9% | 0.00% | -50.0% |
| Q4 2016 | $91,000 | -1.1% | 2,450 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $92,000 | +5.7% | 2,450 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $87,000 | +2.4% | 2,450 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $85,000 | +9.0% | 2,450 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $78,000 | -8.2% | 2,450 | -3.0% | 0.00% | -20.0% |
| Q3 2015 | $85,000 | -22.7% | 2,525 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $110,000 | +2.8% | 2,525 | 0.0% | 0.01% | +20.0% |
| Q1 2015 | $107,000 | -42.8% | 2,525 | -42.9% | 0.01% | -44.4% |
| Q4 2014 | $187,000 | -11.4% | 4,425 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $211,000 | -15.3% | 4,425 | -7.8% | 0.01% | -16.7% |
| Q2 2014 | $249,000 | -12.6% | 4,800 | -17.2% | 0.01% | -14.3% |
| Q1 2014 | $285,000 | -5.3% | 5,800 | -1.7% | 0.01% | -6.7% |
| Q4 2013 | $301,000 | -40.6% | 5,900 | -39.8% | 0.02% | -44.4% |
| Q3 2013 | $507,000 | +8.1% | 9,806 | +1.1% | 0.03% | +3.8% |
| Q2 2013 | $469,000 | – | 9,700 | – | 0.03% | – |
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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% |