WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $491,000 | +6.3% | 10,723 | -4.1% | 0.07% | -2.7% |
| Q3 2019 | $462,000 | -12.3% | 11,184 | -5.2% | 0.07% | -14.1% |
| Q2 2019 | $527,000 | -1.5% | 11,794 | -3.4% | 0.08% | -2.3% |
| Q1 2019 | $535,000 | -2.7% | 12,214 | -10.9% | 0.09% | -11.2% |
| Q4 2018 | $550,000 | -39.3% | 13,715 | -34.0% | 0.10% | -32.4% |
| Q3 2018 | $906,000 | -38.0% | 20,765 | -39.1% | 0.14% | -40.8% |
| Q2 2018 | $1,461,000 | -42.3% | 34,091 | -35.6% | 0.24% | -44.1% |
| Q1 2018 | $2,531,000 | -9.4% | 52,922 | -14.1% | 0.44% | -12.4% |
| Q4 2017 | $2,794,000 | -11.3% | 61,605 | -15.9% | 0.50% | -16.0% |
| Q3 2017 | $3,151,000 | +0.8% | 73,286 | -3.9% | 0.60% | -7.6% |
| Q2 2017 | $3,125,000 | +1.4% | 76,234 | +1.1% | 0.64% | -9.4% |
| Q1 2017 | $3,081,000 | -2.4% | 75,413 | -10.8% | 0.71% | +12.3% |
| Q4 2016 | $3,157,000 | – | 84,542 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Progeny 3, Inc. | 617,300 | $29,772,000 | 17.58% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 413,080 | $19,964,000 | 14.36% |
| Accredited Investors Inc. | 688,100 | $33,256,000 | 13.13% |
| Smith & Howard Wealth Management, LLC | 376,141 | $18,179,000 | 11.65% |
| Financial Management Professionals, Inc. | 254,798 | $12,314,000 | 9.06% |
| Savant Capital, LLC | 322,640 | $15,593,000 | 9.05% |
| EXCELSIA, INC. | 147,853 | $7,146,000 | 6.98% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 128,387 | $6,205,000 | 5.40% |
| Crestwood Advisors Group, LLC | 564,859 | $27,300,000 | 5.05% |
| Highmount Capital, LLC | 371,213 | $17,940,000 | 4.71% |