WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 224 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 2.59 and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |