WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 246 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $213,000 | +2.9% | 4,665 | +0.2% | 0.02% | -6.2% |
Q1 2021 | $207,000 | -6.3% | 4,658 | -13.5% | 0.02% | -11.1% |
Q4 2020 | $221,000 | +1.4% | 5,384 | +12.8% | 0.02% | -10.0% |
Q4 2019 | $218,000 | -73.7% | 4,772 | -74.7% | 0.02% | -75.3% |
Q1 2019 | $828,000 | +13.0% | 18,879 | +3.4% | 0.08% | -1.2% |
Q4 2018 | $733,000 | -10.7% | 18,267 | -2.8% | 0.08% | +1.2% |
Q3 2018 | $821,000 | -26.8% | 18,790 | -28.2% | 0.08% | -20.6% |
Q2 2018 | $1,122,000 | -12.1% | 26,181 | -2.0% | 0.10% | -11.3% |
Q1 2018 | $1,277,000 | +7.5% | 26,705 | +2.0% | 0.12% | -4.2% |
Q4 2017 | $1,188,000 | +6.4% | 26,193 | +0.9% | 0.12% | +3.4% |
Q3 2017 | $1,117,000 | +4.4% | 25,967 | -0.5% | 0.12% | -3.3% |
Q2 2017 | $1,070,000 | +1.9% | 26,101 | +1.6% | 0.12% | +3.4% |
Q1 2017 | $1,050,000 | +17.1% | 25,697 | +6.9% | 0.12% | +14.9% |
Q4 2016 | $897,000 | +5.9% | 24,029 | +6.6% | 0.10% | +8.6% |
Q3 2016 | $847,000 | +5.6% | 22,546 | -0.4% | 0.09% | +4.5% |
Q2 2016 | $802,000 | +82.3% | 22,644 | +79.3% | 0.09% | +81.6% |
Q1 2016 | $440,000 | – | 12,630 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Guild Investment Management, Inc. | 110,450 | $4,435,000 | 15.30% |
Larson Financial Group LLC | 139,605 | $5,605,000 | 5.18% |
MENLO ADVISORS LLC | 129,750 | $5,209,000 | 4.05% |
Accredited Investors Inc. | 401,239 | $16,110,000 | 3.60% |
GM Advisory Group, LLC | 209,375 | $8,406,000 | 3.13% |
JGP Wealth Management, LLC | 165,537 | $6,646,000 | 2.75% |
Smart Money Group LLC | 64,577 | $2,593,000 | 2.69% |
Cornerstone Capital, Inc. | 374,486 | $15,036,000 | 2.68% |
Elwood & Goetz Wealth Advisory Group, LLC | 58,801 | $2,361,000 | 2.50% |
Surevest, LLC | 68,897 | $2,766,000 | 2.18% |