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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $264,000 | -62.8% | 6,165 | -58.7% | 0.12% | -63.4% |
| Q1 2018 | $709,000 | -24.3% | 14,926 | -27.7% | 0.34% | -19.1% |
| Q4 2017 | $936,000 | +5.9% | 20,636 | +0.4% | 0.42% | -26.1% |
| Q3 2017 | $884,000 | +42.6% | 20,555 | +35.9% | 0.57% | +71.3% |
| Q2 2017 | $620,000 | +6.9% | 15,128 | +6.6% | 0.33% | +13.0% |
| Q1 2017 | $580,000 | +17.6% | 14,195 | +7.5% | 0.29% | +8.1% |
| Q4 2016 | $493,000 | +5.6% | 13,206 | +6.7% | 0.27% | +11.1% |
| Q3 2016 | $467,000 | +4.7% | 12,374 | -3.3% | 0.24% | +0.8% |
| Q2 2016 | $446,000 | +31.2% | 12,791 | +31.2% | 0.24% | +38.3% |
| Q1 2016 | $340,000 | -18.3% | 9,748 | -25.9% | 0.18% | -22.6% |
| Q4 2015 | $416,000 | – | 13,160 | – | 0.23% | – |
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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% |