GenTrust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 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
GenTrust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$3,157,00084,5420.63%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders