WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 1.82 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $959,000 | -96.6% | 23,472 | -96.9% | 0.03% | -96.0% |
| Q3 2016 | $28,187,000 | +6220.0% | 750,262 | +5853.5% | 0.67% | +7344.4% |
| Q2 2016 | $446,000 | -45.1% | 12,602 | -50.9% | 0.01% | -35.7% |
| Q4 2015 | $812,000 | +176.2% | 25,673 | +279.2% | 0.01% | +180.0% |
| Q2 2015 | $294,000 | -90.9% | 6,771 | -91.1% | 0.01% | -92.4% |
| Q1 2015 | $3,244,000 | +55.7% | 76,323 | +54.4% | 0.07% | +94.1% |
| Q4 2014 | $2,083,000 | -33.0% | 49,417 | -24.1% | 0.03% | -43.3% |
| Q3 2014 | $3,110,000 | -61.5% | 65,083 | -58.3% | 0.06% | -52.4% |
| Q2 2014 | $8,083,000 | +830.1% | 155,924 | +780.5% | 0.13% | +1045.5% |
| Q1 2014 | $869,000 | -88.3% | 17,708 | -87.8% | 0.01% | -86.6% |
| Q4 2013 | $7,417,000 | +967.2% | 145,346 | +980.6% | 0.08% | +811.1% |
| Q3 2013 | $695,000 | – | 13,451 | – | 0.01% | – |
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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% |