Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$76,000
-30.9%
2,3860.0%0.02%
-22.2%
Q4 2019$110,000
+11.1%
2,3860.0%0.03%
+8.0%
Q3 2019$99,000
-6.6%
2,3860.0%0.02%
-10.7%
Q2 2019$106,000
-19.7%
2,386
-20.5%
0.03%
-22.2%
Q1 2019$132,0003,0030.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders