WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 183 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,943 | +8.8% | 252,678 | +5.1% | 0.48% | +3.0% |
| Q1 2024 | $10,061 | -3.3% | 240,466 | -5.9% | 0.47% | -10.3% |
| Q4 2023 | $10,400 | +6.8% | 255,646 | -1.6% | 0.52% | -3.3% |
| Q3 2023 | $9,740 | -3.0% | 259,864 | -0.9% | 0.54% | -2.9% |
| Q2 2023 | $10,040 | -1.0% | 262,351 | -2.0% | 0.56% | -3.8% |
| Q1 2023 | $10,140 | +37.0% | 267,839 | +29.0% | 0.58% | +28.3% |
| Q4 2022 | $7,399 | -99.9% | 207,590 | -0.9% | 0.45% | -3.6% |
| Q3 2022 | $6,813,000 | -10.2% | 209,442 | +2.3% | 0.47% | -11.0% |
| Q2 2022 | $7,583,000 | +321.0% | 204,779 | +397.5% | 0.53% | +362.3% |
| Q1 2022 | $1,801,000 | +4639.5% | 41,160 | +4647.4% | 0.11% | +3700.0% |
| Q1 2021 | $38,000 | +2.7% | 867 | +8.4% | 0.00% | -25.0% |
| Q4 2019 | $37,000 | +12.1% | 800 | 0.0% | 0.00% | +33.3% |
| Q3 2019 | $33,000 | -8.3% | 800 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $36,000 | +2.9% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $35,000 | +9.4% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $32,000 | -99.4% | 800 | +497.0% | 0.00% | +300.0% |
| Q1 2017 | $5,511,000 | +11.9% | 134 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $4,927,000 | +8.7% | 131 | +0.8% | 0.00% | 0.0% |
| Q1 2016 | $4,532,000 | – | 130 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
| Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
| MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
| Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
| GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
| JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
| Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
| Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
| Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
| Surevest, LLC | 68,897 | $2,766,000 | 2.18% |