Private Vista, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Vista, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$542,000
-65.5%
14,983
-69.3%
0.26%
-55.9%
Q1 2020$1,572,000
-44.7%
48,747
-21.5%
0.59%
-22.5%
Q4 2019$2,844,000
+10.7%
62,136
-0.2%
0.77%
+12.5%
Q3 2019$2,569,000
-9.6%
62,253
-2.2%
0.68%
-4.2%
Q2 2019$2,843,000
-9.3%
63,638
-11.0%
0.71%
-7.8%
Q1 2019$3,134,000
-11.2%
71,509
-18.7%
0.77%
-6.0%
Q4 2018$3,529,000
-15.8%
87,905
-8.4%
0.82%
-4.4%
Q3 2018$4,190,000
-15.0%
95,946
-16.6%
0.86%
-24.7%
Q2 2018$4,932,000
-26.0%
115,042
-17.5%
1.14%
-41.4%
Q1 2018$6,666,000
-5.2%
139,392
-10.1%
1.94%
-7.9%
Q4 2017$7,034,000
-17.1%
155,092
-21.4%
2.11%
+13.7%
Q3 2017$8,488,000
-15.1%
197,389
-15.6%
1.86%
-23.1%
Q2 2017$9,992,000
-21.6%
233,902
-24.5%
2.41%
-23.8%
Q1 2017$12,749,000
-25.5%
309,967
-28.4%
3.17%
-36.4%
Q4 2016$17,111,000
-11.8%
433,019
-16.8%
4.98%
+1.4%
Q3 2016$19,405,000
+8.5%
520,583
+3.8%
4.91%
-17.8%
Q2 2016$17,877,000
+7.8%
501,359
+6.8%
5.98%
+1.3%
Q1 2016$16,587,000
+51.6%
469,547
+19.0%
5.90%
+18.7%
Q4 2015$10,943,000394,6454.97%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders