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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $43,896 | -26.2% | 1,147 | -27.0% | 0.04% | -25.5% |
| Q1 2023 | $59,517 | +106180.4% | 1,572 | 0.0% | 0.05% | +11.9% |
| Q4 2022 | $56 | -99.9% | 1,572 | 0.0% | 0.04% | +7.7% |
| Q3 2022 | $51,000 | -12.1% | 1,572 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $58,000 | -15.9% | 1,572 | 0.0% | 0.04% | -4.8% |
| Q1 2022 | $69,000 | +1.5% | 1,572 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $68,000 | -1.4% | 1,572 | 0.0% | 0.04% | -10.9% |
| Q3 2021 | $69,000 | -40.5% | 1,572 | -37.9% | 0.05% | -41.8% |
| Q2 2021 | $116,000 | +3.6% | 2,532 | 0.0% | 0.08% | -7.1% |
| Q1 2021 | $112,000 | +7.7% | 2,532 | 0.0% | 0.08% | -4.5% |
| Q4 2020 | $104,000 | -64.5% | 2,532 | -69.1% | 0.09% | -68.1% |
| Q3 2020 | $293,000 | +52.6% | 8,184 | +54.1% | 0.28% | +34.8% |
| Q2 2020 | $192,000 | -13.1% | 5,312 | -22.4% | 0.21% | -25.8% |
| Q1 2020 | $221,000 | -31.8% | 6,844 | -3.4% | 0.28% | -13.1% |
| Q4 2019 | $324,000 | +10.2% | 7,084 | 0.0% | 0.32% | +14.2% |
| Q3 2019 | $294,000 | -4.9% | 7,084 | 0.0% | 0.28% | -2.8% |
| Q2 2019 | $309,000 | +6.9% | 7,084 | +7.7% | 0.29% | +4.7% |
| Q1 2019 | $289,000 | -0.7% | 6,579 | 0.0% | 0.28% | -2.8% |
| Q4 2018 | $291,000 | – | 6,579 | – | 0.28% | – |
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% |