WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 192 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $125,000 | +9.6% | 3,065 | 0.0% | 0.10% | +5.4% |
Q4 2016 | $114,000 | -0.9% | 3,065 | 0.0% | 0.09% | 0.0% |
Q3 2016 | $115,000 | +5.5% | 3,065 | 0.0% | 0.09% | +3.4% |
Q2 2016 | $109,000 | +1.9% | 3,065 | 0.0% | 0.09% | -4.3% |
Q1 2016 | $107,000 | +10.3% | 3,065 | 0.0% | 0.09% | +8.1% |
Q4 2015 | $97,000 | -14.2% | 3,065 | -8.9% | 0.09% | -18.9% |
Q3 2015 | $113,000 | -22.6% | 3,365 | 0.0% | 0.11% | -13.1% |
Q2 2015 | $146,000 | -6.4% | 3,365 | -8.2% | 0.12% | -9.0% |
Q1 2015 | $156,000 | +0.6% | 3,665 | 0.0% | 0.13% | 0.0% |
Q4 2014 | $155,000 | – | 3,665 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |