WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 183 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.97 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $213,000 | -86.3% | 4,667 | -86.6% | 0.00% | -90.5% |
Q2 2019 | $1,560,000 | -3.1% | 34,931 | -4.9% | 0.04% | -2.3% |
Q1 2019 | $1,610,000 | -25.6% | 36,718 | -18.9% | 0.04% | -23.2% |
Q1 2018 | $2,165,000 | +133.8% | 45,273 | +121.7% | 0.06% | +133.3% |
Q4 2017 | $926,000 | -33.2% | 20,423 | -36.6% | 0.02% | -35.1% |
Q3 2017 | $1,386,000 | +240.5% | 32,230 | +224.6% | 0.04% | +236.4% |
Q2 2017 | $407,000 | +10.6% | 9,930 | +1.6% | 0.01% | 0.0% |
Q3 2016 | $368,000 | +11.5% | 9,775 | +4.8% | 0.01% | +10.0% |
Q2 2016 | $330,000 | -80.6% | 9,329 | -73.8% | 0.01% | -80.4% |
Q3 2014 | $1,699,000 | -19.1% | 35,564 | -12.2% | 0.05% | -19.0% |
Q2 2014 | $2,100,000 | +1.4% | 40,525 | -4.0% | 0.06% | +1.6% |
Q1 2014 | $2,070,000 | -2.6% | 42,201 | +1.4% | 0.06% | -8.8% |
Q4 2013 | $2,125,000 | +1.1% | 41,630 | +2.4% | 0.07% | -8.1% |
Q3 2013 | $2,101,000 | -9.9% | 40,651 | -15.8% | 0.07% | -17.8% |
Q2 2013 | $2,333,000 | – | 48,281 | – | 0.09% | – |
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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% |