Pointe Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pointe Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
8,5210.0%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%
12,7970.0%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$1,007,00023,6880.47%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders