Delphi Private Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Delphi Private Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$399,000
-7.4%
9,137
-9.1%
1.36%
-5.3%
Q2 2018$431,000
-11.3%
10,049
-1.1%
1.44%
-25.7%
Q1 2018$486,000
+0.4%
10,164
-4.7%
1.93%
+62.7%
Q4 2017$484,00010,6641.19%
Other shareholders
WISDOMTREE TR shareholders Q4 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