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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $266,000 | -11.9% | 5,967 | -13.5% | 0.22% | -13.8% |
| Q1 2019 | $302,000 | +1.3% | 6,897 | -7.0% | 0.25% | -12.4% |
| Q4 2018 | $298,000 | -19.9% | 7,419 | -12.9% | 0.29% | -1.0% |
| Q3 2018 | $372,000 | +1.9% | 8,521 | 0.0% | 0.29% | -6.4% |
| Q2 2018 | $365,000 | -13.7% | 8,521 | -3.8% | 0.31% | -14.2% |
| Q1 2018 | $423,000 | -0.5% | 8,853 | -5.5% | 0.36% | +7.4% |
| Q4 2017 | $425,000 | -22.7% | 9,364 | -26.8% | 0.34% | -16.0% |
| Q3 2017 | $550,000 | +4.8% | 12,797 | 0.0% | 0.40% | +7.4% |
| Q2 2017 | $525,000 | -9.8% | 12,797 | -10.1% | 0.38% | -15.1% |
| Q1 2017 | $582,000 | -0.5% | 14,240 | -8.6% | 0.44% | +4.5% |
| Q3 2016 | $585,000 | +3.0% | 15,580 | -2.8% | 0.42% | +2.9% |
| Q2 2016 | $568,000 | +4.8% | 16,036 | +3.0% | 0.41% | -3.5% |
| Q1 2016 | $542,000 | -2.5% | 15,564 | -11.4% | 0.43% | +6.2% |
| Q4 2015 | $556,000 | -12.9% | 17,564 | -7.8% | 0.40% | +3.6% |
| Q3 2015 | $638,000 | -37.0% | 19,058 | -18.3% | 0.39% | -14.7% |
| Q2 2015 | $1,013,000 | +0.6% | 23,324 | -1.5% | 0.46% | -3.2% |
| Q1 2015 | $1,007,000 | – | 23,688 | – | 0.47% | – |
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% |