WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,823,000 | -5.5% | 87,554 | -7.3% | 0.23% | -6.6% |
| Q2 2018 | $4,047,000 | -41.8% | 94,409 | -35.1% | 0.24% | -41.5% |
| Q1 2018 | $6,955,000 | +4.5% | 145,434 | -0.9% | 0.42% | +6.9% |
| Q4 2017 | $6,653,000 | +62.2% | 146,710 | +53.8% | 0.39% | +55.4% |
| Q3 2017 | $4,102,000 | +4.6% | 95,392 | -0.3% | 0.25% | +2.9% |
| Q2 2017 | $3,923,000 | -0.3% | 95,696 | -0.6% | 0.24% | -5.1% |
| Q1 2017 | $3,934,000 | +12.1% | 96,294 | +2.5% | 0.26% | +5.3% |
| Q4 2016 | $3,508,000 | – | 93,948 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |