WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $740,000 | +1.1% | 16,900 | 0.0% | 0.20% | +23.5% |
Q4 2021 | $732,000 | -0.7% | 16,900 | 0.0% | 0.16% | +478.6% |
Q3 2021 | $737,000 | -4.5% | 16,900 | 0.0% | 0.03% | -3.4% |
Q2 2021 | $772,000 | +3.1% | 16,900 | 0.0% | 0.03% | -6.5% |
Q1 2021 | $749,000 | +7.8% | 16,900 | 0.0% | 0.03% | +3.3% |
Q4 2020 | $695,000 | +16.6% | 16,900 | 0.0% | 0.03% | +3.4% |
Q3 2020 | $596,000 | -2.1% | 16,900 | 0.0% | 0.03% | -9.4% |
Q2 2020 | $609,000 | +11.7% | 16,900 | 0.0% | 0.03% | -8.6% |
Q1 2020 | $545,000 | -29.4% | 16,900 | 0.0% | 0.04% | -12.5% |
Q4 2019 | $772,000 | +10.6% | 16,900 | 0.0% | 0.04% | +8.1% |
Q3 2019 | $698,000 | -7.5% | 16,900 | 0.0% | 0.04% | -7.5% |
Q2 2019 | $755,000 | +1.9% | 16,900 | 0.0% | 0.04% | +2.6% |
Q1 2019 | $741,000 | +9.3% | 16,900 | 0.0% | 0.04% | -2.5% |
Q4 2018 | $678,000 | -7.8% | 16,900 | 0.0% | 0.04% | +11.1% |
Q3 2018 | $735,000 | +1.5% | 16,900 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $724,000 | -10.5% | 16,900 | 0.0% | 0.04% | -12.2% |
Q1 2018 | $809,000 | +5.6% | 16,900 | 0.0% | 0.04% | +5.1% |
Q4 2017 | $766,000 | +5.4% | 16,900 | 0.0% | 0.04% | +2.6% |
Q3 2017 | $727,000 | +4.9% | 16,900 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $693,000 | +0.4% | 16,900 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $690,000 | +9.4% | 16,900 | 0.0% | 0.04% | +2.7% |
Q4 2016 | $631,000 | -89.4% | 16,900 | -89.3% | 0.04% | -89.2% |
Q3 2016 | $5,928,000 | +6.1% | 157,775 | 0.0% | 0.34% | +4.9% |
Q2 2016 | $5,588,000 | +1.7% | 157,775 | 0.0% | 0.33% | +0.3% |
Q1 2016 | $5,495,000 | +10.1% | 157,775 | 0.0% | 0.33% | +10.5% |
Q4 2015 | $4,992,000 | -5.5% | 157,775 | 0.0% | 0.30% | -12.2% |
Q3 2015 | $5,282,000 | -22.9% | 157,775 | 0.0% | 0.34% | -17.0% |
Q2 2015 | $6,852,000 | +2.2% | 157,775 | 0.0% | 0.41% | +2.3% |
Q1 2015 | $6,705,000 | +0.8% | 157,775 | 0.0% | 0.40% | +0.5% |
Q4 2014 | $6,652,000 | -11.8% | 157,775 | 0.0% | 0.40% | -13.9% |
Q3 2014 | $7,538,000 | -7.8% | 157,775 | 0.0% | 0.46% | -7.3% |
Q2 2014 | $8,179,000 | +5.6% | 157,775 | 0.0% | 0.50% | 0.0% |
Q1 2014 | $7,742,000 | -3.8% | 157,775 | 0.0% | 0.50% | -4.8% |
Q4 2013 | $8,051,000 | -1.3% | 157,775 | 0.0% | 0.52% | -10.5% |
Q3 2013 | $8,155,000 | – | 157,775 | – | 0.58% | – |
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% |