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 2023 | $31,499 | +66.1% | 832 | +56.4% | 0.00% | 0.0% |
| Q4 2022 | $18,961 | -29.8% | 532 | -11.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +575.0% | 600 | +421.7% | 0.00% | – |
| Q3 2020 | $4,000 | -91.3% | 115 | -91.8% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | -29.2% | 1,411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $65,000 | +1525.0% | 1,411 | +1311.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | -60.0% | 100 | -52.4% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | +125.0% | 210 | +98.1% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 106 | +6.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -66.7% | 100 | -65.0% | 0.00% | -66.7% |
| Q4 2015 | $9,000 | -10.0% | 286 | +0.4% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -52.4% | 285 | -41.0% | 0.00% | -50.0% |
| Q2 2015 | $21,000 | +600.0% | 483 | +732.8% | 0.01% | +500.0% |
| Q1 2015 | $3,000 | +50.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | -33.3% | 58 | +5.5% | 0.00% | -50.0% |
| Q4 2013 | $3,000 | – | 55 | – | 0.00% | – |
Download | ||||||
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% |