Bartlett & Co. LLC - WISDOMTREE TR ownership

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
Bartlett & Co. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$13,0000.0%3000.0%0.00%
Q1 2019$13,000
+8.3%
3000.0%0.00%
-100.0%
Q4 2018$12,000
-63.6%
300
-60.0%
0.00%0.0%
Q3 2018$33,000
+3.1%
7500.0%0.00%0.0%
Q2 2018$32,000
-11.1%
7500.0%0.00%0.0%
Q1 2018$36,000
+5.9%
7500.0%0.00%0.0%
Q4 2017$34,000
+6.2%
7500.0%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%
2,4500.0%0.00%0.0%
Q3 2016$92,000
+5.7%
2,4500.0%0.00%0.0%
Q2 2016$87,000
+2.4%
2,4500.0%0.00%0.0%
Q1 2016$85,000
+9.0%
2,4500.0%0.00%0.0%
Q4 2015$78,000
-8.2%
2,450
-3.0%
0.00%
-20.0%
Q3 2015$85,000
-22.7%
2,5250.0%0.01%
-16.7%
Q2 2015$110,000
+2.8%
2,5250.0%0.01%
+20.0%
Q1 2015$107,000
-42.8%
2,525
-42.9%
0.01%
-44.4%
Q4 2014$187,000
-11.4%
4,4250.0%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$469,0009,7000.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders