WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,626 | +0.7% | 6,872 | -2.7% | 0.15% | -4.5% |
| Q1 2024 | $295,516 | +0.4% | 7,063 | -2.4% | 0.15% | -11.5% |
| Q4 2023 | $294,360 | +8.1% | 7,236 | -0.4% | 0.17% | -3.9% |
| Q3 2023 | $272,367 | -0.5% | 7,267 | +1.6% | 0.18% | -3.2% |
| Q2 2023 | $273,745 | +7.3% | 7,153 | +6.1% | 0.19% | -0.5% |
| Q1 2023 | $255,214 | +17.1% | 6,741 | +10.0% | 0.19% | +12.6% |
| Q4 2022 | $218,000 | +7.4% | 6,129 | -2.0% | 0.17% | +0.6% |
| Q3 2022 | $203,000 | -11.0% | 6,253 | +1.6% | 0.17% | -7.8% |
| Q2 2022 | $228,000 | -15.2% | 6,157 | +0.1% | 0.18% | -2.7% |
| Q1 2022 | $269,000 | +9.3% | 6,150 | +8.5% | 0.18% | +18.6% |
| Q4 2021 | $246,000 | +778.6% | 5,668 | +758.8% | 0.16% | +550.0% |
| Q2 2018 | $28,000 | -9.7% | 660 | +0.9% | 0.02% | -11.1% |
| Q1 2018 | $31,000 | 0.0% | 654 | 0.0% | 0.03% | -3.6% |
| Q4 2017 | $31,000 | – | 654 | – | 0.03% | – |
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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% |