WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 188 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 2.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $209,000 | -5.0% | 4,731 | -1.7% | 0.05% | -24.6% |
| Q4 2019 | $220,000 | +1.9% | 4,811 | -0.9% | 0.06% | -7.6% |
| Q2 2019 | $216,000 | +3.8% | 4,856 | +2.0% | 0.07% | -43.1% |
| Q1 2019 | $208,000 | -13.7% | 4,761 | -20.7% | 0.12% | -24.2% |
| Q4 2018 | $241,000 | -7.3% | 6,007 | +0.7% | 0.15% | +7.0% |
| Q3 2018 | $260,000 | +2.0% | 5,963 | 0.0% | 0.14% | -5.3% |
| Q2 2018 | $255,000 | -15.3% | 5,963 | -5.5% | 0.15% | -16.1% |
| Q1 2018 | $301,000 | -1.0% | 6,309 | -6.1% | 0.18% | -2.2% |
| Q4 2017 | $304,000 | +4.1% | 6,721 | -1.3% | 0.18% | -6.1% |
| Q3 2017 | $292,000 | +8.6% | 6,812 | +3.5% | 0.20% | +2.6% |
| Q2 2017 | $269,000 | -10.0% | 6,584 | -10.2% | 0.19% | -12.8% |
| Q1 2017 | $299,000 | -28.1% | 7,334 | -34.3% | 0.22% | -33.8% |
| Q4 2016 | $416,000 | -24.6% | 11,156 | -24.1% | 0.33% | -27.9% |
| Q3 2016 | $552,000 | +4.0% | 14,696 | -2.0% | 0.46% | -1.9% |
| Q2 2016 | $531,000 | -3.6% | 14,996 | -5.4% | 0.47% | -8.1% |
| Q1 2016 | $551,000 | -3.5% | 15,847 | -12.3% | 0.51% | +2.2% |
| Q4 2015 | $571,000 | -10.1% | 18,066 | -4.8% | 0.50% | -15.9% |
| Q3 2015 | $635,000 | -23.6% | 18,985 | -0.8% | 0.59% | -14.8% |
| Q2 2015 | $831,000 | +2.2% | 19,146 | +0.1% | 0.70% | -2.1% |
| Q1 2015 | $813,000 | -1.0% | 19,135 | -1.8% | 0.71% | -10.4% |
| Q4 2014 | $821,000 | – | 19,486 | – | 0.79% | – |
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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% |