WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 283 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $310,691 | +8.7% | 7,637 | +0.2% | 0.04% | 0.0% |
| Q3 2023 | $285,707 | -1.4% | 7,623 | +0.7% | 0.04% | -2.2% |
| Q2 2023 | $289,683 | +313.8% | 7,569 | +368.4% | 0.05% | +31.4% |
| Q3 2021 | $70,000 | +29.6% | 1,616 | +7.7% | 0.04% | -35.2% |
| Q2 2020 | $54,000 | +12.5% | 1,501 | +1.3% | 0.05% | +42.1% |
| Q1 2020 | $48,000 | -29.4% | 1,482 | +0.1% | 0.04% | -7.3% |
| Q4 2019 | $68,000 | – | 1,480 | – | 0.04% | – |
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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% |