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 | $11,737 | -5.2% | 271 | -8.4% | 0.00% | – |
Q1 2024 | $12,385 | -2.1% | 296 | -4.8% | 0.00% | – |
Q4 2023 | $12,651 | +8.5% | 311 | 0.0% | 0.00% | – |
Q3 2023 | $11,656 | -2.1% | 311 | 0.0% | 0.00% | – |
Q2 2023 | $11,902 | +1.1% | 311 | 0.0% | 0.00% | – |
Q1 2023 | $11,774 | +6.2% | 311 | 0.0% | 0.00% | – |
Q4 2022 | $11,084 | +454.2% | 311 | +522.0% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q4 2021 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q3 2021 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | -92.6% | 50 | -92.3% | 0.00% | – |
Q4 2020 | $27,000 | +28.6% | 650 | +8.3% | 0.00% | – |
Q3 2020 | $21,000 | -8.7% | 600 | 0.0% | 0.00% | – |
Q2 2020 | $23,000 | -94.1% | 600 | -93.4% | 0.00% | – |
Q2 2018 | $388,000 | -9.3% | 9,062 | +1.1% | 0.00% | – |
Q1 2018 | $428,000 | -28.1% | 8,960 | -31.7% | 0.00% | – |
Q4 2017 | $595,000 | +3.5% | 13,128 | -1.9% | 0.00% | – |
Q3 2017 | $575,000 | +4.9% | 13,378 | 0.0% | 0.00% | – |
Q2 2017 | $548,000 | -38.7% | 13,378 | -38.9% | 0.00% | – |
Q1 2017 | $894,000 | +8.9% | 21,878 | -0.5% | 0.00% | – |
Q4 2016 | $821,000 | +12.6% | 21,978 | +13.3% | 0.00% | – |
Q3 2016 | $729,000 | +6.1% | 19,403 | 0.0% | 0.00% | – |
Q2 2016 | $687,000 | -17.4% | 19,403 | -18.7% | 0.00% | – |
Q1 2016 | $832,000 | +8.5% | 23,878 | -1.5% | 0.00% | – |
Q4 2015 | $767,000 | -39.0% | 24,253 | -35.5% | 0.00% | -100.0% |
Q3 2015 | $1,258,000 | -54.1% | 37,578 | -40.5% | 0.00% | 0.0% |
Q2 2015 | $2,743,000 | -13.8% | 63,158 | -15.7% | 0.00% | 0.0% |
Q1 2015 | $3,183,000 | -20.8% | 74,897 | -21.5% | 0.00% | -50.0% |
Q4 2014 | $4,021,000 | -84.9% | 95,369 | -82.9% | 0.00% | -83.3% |
Q3 2014 | $26,698,000 | -54.5% | 558,775 | -50.7% | 0.01% | -53.8% |
Q2 2014 | $58,714,000 | -2.0% | 1,132,599 | -7.2% | 0.03% | -7.1% |
Q1 2014 | $59,921,000 | -17.1% | 1,221,130 | -13.8% | 0.03% | -20.0% |
Q4 2013 | $72,262,000 | -15.1% | 1,416,067 | -14.1% | 0.04% | -22.2% |
Q3 2013 | $85,163,000 | +8.0% | 1,647,570 | +0.8% | 0.04% | 0.0% |
Q2 2013 | $78,861,000 | – | 1,635,103 | – | 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% |