WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.68 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $687,000 | -90.3% | 16,290 | -89.0% | 0.14% | -91.0% |
Q3 2014 | $7,050,000 | -9.3% | 147,550 | -1.6% | 1.52% | -2.8% |
Q2 2014 | $7,770,000 | +21.3% | 149,893 | +14.8% | 1.56% | +25.7% |
Q1 2014 | $6,405,000 | -38.9% | 130,531 | -36.4% | 1.24% | -37.9% |
Q4 2013 | $10,480,000 | +7.7% | 205,363 | +9.1% | 2.00% | +3.0% |
Q3 2013 | $9,731,000 | +62.3% | 188,252 | +51.8% | 1.94% | +48.9% |
Q2 2013 | $5,994,000 | – | 124,032 | – | 1.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JD Financial Services Inc. | 293,510 | $12,075,000 | 13.17% |
MENLO ADVISORS LLC | 146,295 | $6,018,000 | 3.98% |
VAUGHAN & Co SECURITIES, INC. | 89,571 | $3,685,000 | 3.27% |
Asset Management Advisors, LLC | 82,650 | $3,400,000 | 3.10% |
ASPIRIANT, LLC | 963,418 | $39,632,000 | 2.70% |
Larson Financial Group LLC | 155,648 | $6,403,000 | 2.18% |
FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,842,000 | 1.94% |
AVANTAX ADVISORY SERVICES, INC. | 1,891,043 | $77,705,000 | 1.85% |
McNamara Financial Services, Inc. | 107,758 | $3,797,000 | 1.29% |
JNBA Financial Advisors | 186,971 | $7,692,000 | 1.26% |