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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $229,000 | -28.9% | 5,227 | -34.9% | 0.10% | -30.3% |
Q4 2018 | $322,000 | -8.3% | 8,027 | 0.0% | 0.14% | +38.1% |
Q3 2018 | $351,000 | +2.0% | 8,027 | 0.0% | 0.10% | -29.1% |
Q2 2018 | $344,000 | -34.7% | 8,027 | -27.2% | 0.15% | -35.1% |
Q1 2018 | $527,000 | +5.4% | 11,027 | 0.0% | 0.23% | +8.6% |
Q4 2017 | $500,000 | +5.5% | 11,027 | 0.0% | 0.21% | -4.1% |
Q3 2017 | $474,000 | +17.6% | 11,027 | +12.2% | 0.22% | +8.4% |
Q2 2017 | $403,000 | -13.0% | 9,827 | -13.2% | 0.20% | -15.8% |
Q1 2017 | $463,000 | +9.5% | 11,327 | 0.0% | 0.24% | +6.7% |
Q4 2016 | $423,000 | -4.7% | 11,327 | -4.2% | 0.22% | -8.2% |
Q3 2016 | $444,000 | -34.8% | 11,827 | -38.5% | 0.24% | -35.4% |
Q2 2016 | $681,000 | +1.6% | 19,227 | 0.0% | 0.38% | -1.3% |
Q1 2016 | $670,000 | +8.4% | 19,227 | -1.6% | 0.38% | +6.7% |
Q4 2015 | $618,000 | 0.0% | 19,547 | +6.0% | 0.36% | -5.8% |
Q3 2015 | $618,000 | -34.9% | 18,447 | -15.7% | 0.38% | -30.7% |
Q2 2015 | $950,000 | +13.0% | 21,882 | +10.6% | 0.55% | +15.8% |
Q1 2015 | $841,000 | +4.6% | 19,782 | +3.7% | 0.48% | +4.2% |
Q4 2014 | $804,000 | -40.1% | 19,082 | -32.0% | 0.46% | -41.9% |
Q3 2014 | $1,342,000 | -7.8% | 28,082 | 0.0% | 0.79% | +3.4% |
Q2 2014 | $1,456,000 | +16.3% | 28,082 | +10.1% | 0.76% | +10.8% |
Q1 2014 | $1,252,000 | – | 25,509 | – | 0.69% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arden Trust Co | 894,415 | $38,737,116 | 5.41% |
All Season Financial Advisors, Inc. | 85,807 | $3,716,319 | 3.37% |
Private Wealth Advisors, LLC | 200,765 | $8,729,251 | 3.36% |
Williams Financial, LLC | 96,106 | $4,162,345 | 2.77% |
TMD Wealth Management, LLC | 251,954 | $10,912,107 | 2.39% |
Eagle Strategies LLC | 252,395 | $10,931,212 | 2.09% |
Clayton Financial Group LLC | 103,326 | $4,323,152 | 1.87% |
Bridge Advisory, LLC | 70,746 | $3,064,012 | 1.51% |
CUSTOM INDEX SYSTEMS, LLC | 58,604 | $2,538,139 | 1.46% |
FFG RETIREMENT ADVISORS LLC | 36,383 | $1,575,748 | 1.10% |