LGL PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$416,00013,1600.23%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders