WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 253 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.
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% | – |
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% |