WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 249 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $58,000 | -6.5% | 1,403 | +1.3% | 0.02% | -7.4% |
| Q2 2019 | $62,000 | -13.9% | 1,385 | -15.3% | 0.03% | -20.6% |
| Q1 2019 | $72,000 | +9.1% | 1,636 | +0.1% | 0.03% | +3.0% |
| Q4 2018 | $66,000 | +6.5% | 1,634 | +12.7% | 0.03% | +13.8% |
| Q3 2018 | $62,000 | -11.4% | 1,450 | -10.9% | 0.03% | -14.7% |
| Q2 2018 | $70,000 | -10.3% | 1,627 | +0.4% | 0.03% | -15.0% |
| Q1 2018 | $78,000 | +6.8% | 1,621 | 0.0% | 0.04% | +5.3% |
| Q4 2017 | $73,000 | +4.3% | 1,621 | +0.2% | 0.04% | -2.6% |
| Q3 2017 | $70,000 | +6.1% | 1,617 | +0.1% | 0.04% | -7.1% |
| Q2 2017 | $66,000 | -13.2% | 1,615 | -13.5% | 0.04% | -17.6% |
| Q1 2017 | $76,000 | +52.0% | 1,866 | +38.1% | 0.05% | +27.5% |
| Q4 2016 | $50,000 | -28.6% | 1,351 | -27.8% | 0.04% | -31.0% |
| Q3 2016 | $70,000 | +6.1% | 1,872 | +0.7% | 0.06% | +1.8% |
| Q2 2016 | $66,000 | +3.1% | 1,859 | +0.4% | 0.06% | -1.7% |
| Q1 2016 | $64,000 | +8.5% | 1,852 | 0.0% | 0.06% | +1.8% |
| Q4 2015 | $59,000 | -4.8% | 1,852 | +0.4% | 0.06% | -9.5% |
| Q3 2015 | $62,000 | -22.5% | 1,844 | +0.7% | 0.06% | -18.2% |
| Q2 2015 | $80,000 | – | 1,831 | – | 0.08% | – |
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% |