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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $364,000 | -29.5% | 11,280 | 0.0% | 0.14% | -7.2% |
| Q4 2019 | $516,000 | -18.1% | 11,280 | -26.0% | 0.15% | -29.5% |
| Q3 2019 | $630,000 | -13.5% | 15,244 | -6.5% | 0.22% | +5325.0% |
| Q2 2019 | $728,000 | -5.3% | 16,308 | -7.0% | 0.00% | 0.0% |
| Q1 2019 | $769,000 | +9.2% | 17,535 | 0.0% | 0.00% | -92.7% |
| Q4 2018 | $704,000 | +62.6% | 17,535 | +83.8% | 0.06% | -68.4% |
| Q1 2018 | $433,000 | -32.2% | 9,540 | -35.8% | 0.17% | -35.8% |
| Q4 2017 | $639,000 | -12.3% | 14,859 | -16.5% | 0.27% | -11.1% |
| Q2 2017 | $729,000 | – | 17,794 | – | 0.30% | – |
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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% |