WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,150,000 | -21.3% | 35,655 | +11.6% | 1.25% | -3.4% |
Q4 2019 | $1,462,000 | +2.9% | 31,945 | -7.2% | 1.30% | +2.4% |
Q3 2019 | $1,421,000 | -11.2% | 34,405 | -4.0% | 1.27% | -10.5% |
Q2 2019 | $1,601,000 | +63.9% | 35,845 | +60.9% | 1.42% | +54.6% |
Q1 2019 | $977,000 | +6.0% | 22,275 | -3.0% | 0.92% | -5.8% |
Q4 2018 | $922,000 | -4.9% | 22,955 | +3.3% | 0.97% | +6.0% |
Q3 2018 | $970,000 | +2.9% | 22,215 | +1.0% | 0.92% | +3.1% |
Q2 2018 | $943,000 | -16.8% | 21,995 | -7.3% | 0.89% | -16.0% |
Q1 2018 | $1,134,000 | -4.0% | 23,715 | -8.9% | 1.06% | -3.8% |
Q4 2017 | $1,181,000 | +94.6% | 26,045 | +76.0% | 1.10% | +109.1% |
Q2 2017 | $607,000 | – | 14,800 | – | 0.53% | – |
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% |