WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $4,000 | -42.9% | 120 | -40.0% | 0.00% | -42.9% |
| Q2 2020 | $7,000 | +16.7% | 200 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $6,000 | -14.3% | 200 | +13.0% | 0.01% | +60.0% |
| Q3 2019 | $7,000 | -12.5% | 177 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | -99.2% | 177 | -99.2% | 0.01% | -99.4% |
| Q1 2019 | $1,012,000 | -30.0% | 23,077 | -30.3% | 0.78% | +11.8% |
| Q3 2018 | $1,446,000 | +1.8% | 33,112 | -0.1% | 0.70% | -22.1% |
| Q2 2018 | $1,421,000 | – | 33,145 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 109,600 | $5,241,000 | 10.81% |
| Larson Financial Group LLC | 110,798 | $5,298,000 | 6.22% |
| Accredited Investors Inc. | 417,058 | $19,944,000 | 5.45% |
| Financial Services Advisory Inc | 85,495 | $4,088,000 | 4.36% |
| XPONANCE, INC. | 190,796 | $9,121,000 | 3.84% |
| GM Advisory Group, LLC | 210,015 | $10,043,000 | 3.03% |
| Cornerstone Capital, Inc. | 381,765 | $18,256,000 | 3.01% |
| MENLO ADVISORS LLC | 74,770 | $3,575,000 | 2.59% |
| McNamara Financial Services, Inc. | 117,101 | $5,600,000 | 2.55% |
| Bridgecreek Investment Management, LLC | 200,450 | $9,586,000 | 2.16% |