WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 193 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.80 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% | – |
Download |
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% |