WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $3,237,000 | +40.2% | 74,128 | +53.1% | 0.55% | +40.0% |
Q2 2018 | $2,309,000 | -32.6% | 48,418 | -32.4% | 0.39% | -33.2% |
Q1 2018 | $3,427,000 | -29.2% | 71,674 | -32.9% | 0.58% | -30.7% |
Q4 2017 | $4,841,000 | +6.9% | 106,746 | +1.3% | 0.84% | +3.2% |
Q3 2017 | $4,529,000 | +3.7% | 105,336 | -2.3% | 0.82% | -1.4% |
Q2 2017 | $4,368,000 | +0.2% | 107,779 | +1.8% | 0.83% | -0.5% |
Q1 2017 | $4,361,000 | +10.9% | 105,884 | +0.5% | 0.83% | +4.1% |
Q4 2016 | $3,933,000 | +0.4% | 105,341 | +0.6% | 0.80% | -2.8% |
Q3 2016 | $3,917,000 | +9.5% | 104,721 | +2.8% | 0.82% | +5.4% |
Q2 2016 | $3,577,000 | +0.9% | 101,836 | +0.5% | 0.78% | +2.0% |
Q1 2016 | $3,545,000 | +80.2% | 101,346 | +63.1% | 0.77% | +69.5% |
Q4 2015 | $1,967,000 | -8.6% | 62,132 | -4.9% | 0.45% | -14.1% |
Q3 2015 | $2,151,000 | -84.4% | 65,315 | -79.8% | 0.53% | -82.4% |
Q2 2015 | $13,809,000 | +5.4% | 323,033 | +5.4% | 3.00% | +3.1% |
Q1 2015 | $13,103,000 | +14.5% | 306,412 | +13.8% | 2.91% | +22.5% |
Q4 2014 | $11,442,000 | -26.6% | 269,227 | -17.5% | 2.37% | -29.8% |
Q3 2014 | $15,590,000 | -5.3% | 326,289 | +3.2% | 3.38% | -7.1% |
Q2 2014 | $16,459,000 | +12.0% | 316,100 | +4.5% | 3.64% | +20.4% |
Q1 2014 | $14,695,000 | – | 302,438 | – | 3.02% | – |
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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% |