WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $729,000 | +248.8% | 22,607 | +374.1% | 0.11% | +125.0% |
| Q1 2019 | $209,000 | -6.7% | 4,768 | -8.3% | 0.05% | -32.4% |
| Q3 2017 | $224,000 | -14.2% | 5,198 | -18.5% | 0.07% | -20.2% |
| Q2 2017 | $261,000 | -15.0% | 6,378 | -15.1% | 0.09% | -24.6% |
| Q1 2017 | $307,000 | +29.5% | 7,514 | +18.4% | 0.12% | +43.9% |
| Q4 2016 | $237,000 | -5.2% | 6,344 | -4.8% | 0.08% | -28.1% |
| Q3 2016 | $250,000 | -14.4% | 6,662 | -19.1% | 0.11% | -23.5% |
| Q2 2016 | $292,000 | +3.2% | 8,233 | +1.3% | 0.15% | -13.9% |
| Q1 2016 | $283,000 | +14.1% | 8,128 | +3.7% | 0.17% | +4.2% |
| Q4 2015 | $248,000 | -10.8% | 7,835 | -5.8% | 0.17% | -16.2% |
| Q3 2015 | $278,000 | -19.0% | 8,318 | +5.3% | 0.20% | -13.5% |
| Q2 2015 | $343,000 | +1.8% | 7,900 | -0.4% | 0.23% | +4.1% |
| Q1 2015 | $337,000 | +2.7% | 7,935 | +2.1% | 0.22% | +3.3% |
| Q4 2014 | $328,000 | -7.6% | 7,769 | +4.5% | 0.21% | +7.6% |
| Q3 2014 | $355,000 | +1.4% | 7,435 | +10.2% | 0.20% | -11.6% |
| Q2 2014 | $350,000 | +42.9% | 6,746 | +34.9% | 0.22% | -12.8% |
| Q1 2014 | $245,000 | – | 4,999 | – | 0.26% | – |
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% |