WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.93 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $398,000 | -10.4% | 9,279 | 0.0% | 0.06% | -8.2% |
| Q1 2018 | $444,000 | +8.8% | 9,279 | +3.2% | 0.06% | +19.6% |
| Q4 2017 | $408,000 | +78.2% | 8,994 | +68.7% | 0.05% | +82.1% |
| Q3 2017 | $229,000 | -38.3% | 5,330 | -26.6% | 0.03% | -56.9% |
| Q4 2013 | $371,000 | -7.5% | 7,265 | -6.4% | 0.06% | -18.8% |
| Q3 2013 | $401,000 | +32.3% | 7,765 | +23.9% | 0.08% | +31.1% |
| Q2 2013 | $303,000 | – | 6,265 | – | 0.06% | – |
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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% |