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 2016 | $8,000 | +33.3% | 225 | 0.0% | 0.01% | +50.0% |
| Q4 2015 | $6,000 | -14.3% | 225 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $7,000 | -30.0% | 225 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $10,000 | -9.1% | 225 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $11,000 | +22.2% | 225 | – | 0.01% | +16.7% |
| Q4 2014 | $9,000 | -18.2% | 0 | -100.0% | 0.01% | -14.3% |
| Q3 2014 | $11,000 | -64.5% | 225 | -62.5% | 0.01% | -63.2% |
| Q2 2014 | $31,000 | -26.2% | 600 | -29.9% | 0.02% | -34.5% |
| Q1 2014 | $42,000 | +2.4% | 856 | 0.0% | 0.03% | +3.6% |
| Q4 2013 | $41,000 | -68.9% | 856 | -65.8% | 0.03% | -75.4% |
| Q3 2013 | $132,000 | – | 2,500 | – | 0.11% | – |
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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% |