WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 203 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $304,000 | -22.8% | 7,019 | -22.3% | 0.03% | -32.5% |
| Q3 2021 | $394,000 | -3.2% | 9,039 | +1.5% | 0.04% | -4.8% |
| Q2 2021 | $407,000 | +1.8% | 8,907 | -1.3% | 0.04% | -12.5% |
| Q1 2021 | $400,000 | +3.9% | 9,026 | -3.7% | 0.05% | -7.7% |
| Q4 2020 | $385,000 | +48.1% | 9,370 | +30.3% | 0.05% | +8.3% |
| Q2 2020 | $260,000 | +16.6% | 7,192 | +4.0% | 0.05% | -21.3% |
| Q1 2020 | $223,000 | -97.1% | 6,917 | -95.9% | 0.06% | -97.4% |
| Q4 2019 | $7,726,000 | +10.6% | 168,800 | -0.2% | 2.39% | +10.1% |
| Q3 2019 | $6,987,000 | -9.3% | 169,148 | -2.0% | 2.17% | -10.2% |
| Q2 2019 | $7,706,000 | +2.4% | 172,542 | +0.5% | 2.42% | -2.1% |
| Q1 2019 | $7,526,000 | -10.5% | 171,676 | -18.0% | 2.47% | -20.9% |
| Q4 2018 | $8,406,000 | -7.4% | 209,375 | +0.7% | 3.13% | +9.9% |
| Q3 2018 | $9,079,000 | +1.9% | 207,910 | +0.1% | 2.85% | +7.6% |
| Q2 2018 | $8,908,000 | -11.3% | 207,793 | -1.1% | 2.65% | -12.7% |
| Q1 2018 | $10,043,000 | +1.5% | 210,015 | -3.7% | 3.03% | +12.6% |
| Q4 2017 | $9,895,000 | +8.5% | 218,184 | +2.9% | 2.69% | -3.0% |
| Q3 2017 | $9,117,000 | +6.5% | 212,027 | +1.5% | 2.78% | +3.0% |
| Q2 2017 | $8,562,000 | +5.7% | 208,878 | +5.3% | 2.70% | -2.7% |
| Q1 2017 | $8,102,000 | +22.1% | 198,343 | +11.6% | 2.77% | +19.4% |
| Q4 2016 | $6,637,000 | -1.3% | 177,755 | -0.7% | 2.32% | -7.2% |
| Q3 2016 | $6,724,000 | +10.3% | 178,976 | +4.0% | 2.50% | +9.2% |
| Q2 2016 | $6,096,000 | +4.8% | 172,106 | +5.3% | 2.29% | -8.5% |
| Q1 2016 | $5,819,000 | +2087.6% | 163,461 | +2994.1% | 2.50% | +1114.6% |
| Q1 2014 | $266,000 | -5.7% | 5,283 | -4.4% | 0.21% | -29.0% |
| Q4 2013 | $282,000 | – | 5,528 | – | 0.29% | – |
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% |