WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $73,000 | +9.0% | 1,664 | 0.0% | 0.03% | +3.6% |
Q4 2018 | $67,000 | -1.5% | 1,664 | 0.0% | 0.03% | 0.0% |
Q3 2018 | $68,000 | -4.2% | 1,664 | 0.0% | 0.03% | +3.7% |
Q2 2018 | $71,000 | -11.2% | 1,664 | 0.0% | 0.03% | -10.0% |
Q1 2018 | $80,000 | -9.1% | 1,664 | -13.8% | 0.03% | -6.2% |
Q4 2017 | $88,000 | +22.2% | 1,930 | +16.0% | 0.03% | +14.3% |
Q3 2017 | $72,000 | +5.9% | 1,664 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $68,000 | 0.0% | 1,664 | 0.0% | 0.03% | -3.4% |
Q1 2017 | $68,000 | +9.7% | 1,664 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $62,000 | -1.6% | 1,664 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $63,000 | +14.5% | 1,664 | +8.8% | 0.03% | +7.4% |
Q2 2016 | $55,000 | 0.0% | 1,530 | -4.6% | 0.03% | +3.8% |
Q1 2016 | $55,000 | -14.1% | 1,603 | -21.0% | 0.03% | -10.3% |
Q4 2015 | $64,000 | – | 2,030 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |