Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$29,000
+16.0%
7000.0%0.01%
+16.7%
Q3 2020$25,000
-24.2%
700
-22.2%
0.01%
-33.3%
Q2 2020$33,000
-71.6%
900
-75.0%
0.01%
-73.5%
Q1 2020$116,000
-29.7%
3,6000.0%0.03%
-12.8%
Q4 2019$165,000
+10.7%
3,6000.0%0.04%
+2.6%
Q3 2019$149,000
-7.5%
3,6000.0%0.04%
-7.3%
Q2 2019$161,000
+1.9%
3,6000.0%0.04%0.0%
Q1 2019$158,000
+9.0%
3,6000.0%0.04%
+5.1%
Q4 2018$145,000
-27.9%
3,600
-21.7%
0.04%
-26.4%
Q3 2018$201,000
+415.4%
4,600
+411.1%
0.05%
+381.8%
Q2 2018$39,000
-9.3%
9000.0%0.01%
-8.3%
Q1 2018$43,000
+4.9%
9000.0%0.01%0.0%
Q4 2017$41,000
+5.1%
9000.0%0.01%0.0%
Q3 2017$39,000
+5.4%
9000.0%0.01%0.0%
Q2 2017$37,0000.0%9000.0%0.01%0.0%
Q1 2017$37,000
+8.8%
9000.0%0.01%0.0%
Q4 2016$34,0000.0%9000.0%0.01%0.0%
Q3 2016$34,000
+6.2%
9000.0%0.01%
+9.1%
Q2 2016$32,000
+3.2%
9000.0%0.01%0.0%
Q1 2016$31,000
-29.5%
900
-35.7%
0.01%
-31.2%
Q4 2015$44,000
-64.5%
1,400
-62.2%
0.02%
-66.0%
Q3 2015$124,000
-49.0%
3,702
-33.9%
0.05%
-48.4%
Q2 2015$243,000
+12.0%
5,602
+9.8%
0.09%
+9.6%
Q1 2015$217,000
+0.9%
5,1020.0%0.08%
-3.5%
Q4 2014$215,000
-11.9%
5,1020.0%0.09%
-15.7%
Q3 2014$244,000
-7.6%
5,1020.0%0.10%
-7.3%
Q2 2014$264,000
+5.6%
5,1020.0%0.11%
-4.3%
Q1 2014$250,000
-51.9%
5,102
-50.0%
0.12%
-19.6%
Q4 2013$520,000
+97.0%
10,204
+100.0%
0.14%
-10.1%
Q3 2013$264,000
+6.9%
5,1020.0%0.16%
-2.5%
Q2 2013$247,000
-12.1%
5,1020.0%0.16%
-18.9%
Q1 2013$281,000
-3.8%
5,1020.0%0.20%
-13.0%
Q4 2012$292,0005,1020.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2013
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders