ROOSEVELT INVESTMENT GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$301,000
-55.3%
8,133
-47.2%
0.02%
-45.0%
Q1 2022$674,000
-93.1%
15,391
-93.2%
0.04%
-92.6%
Q4 2021$9,808,000
+13.2%
226,411
+14.0%
0.54%
+1.1%
Q3 2021$8,664,000
-4.7%
198,581
-0.3%
0.54%
-2.0%
Q2 2021$9,094,000
+6.2%
199,090
+3.1%
0.55%
-2.3%
Q1 2021$8,562,000
+14.8%
193,014
+6.4%
0.56%
+6.0%
Q4 2020$7,461,000
+23.8%
181,354
+6.1%
0.53%
+8.2%
Q3 2020$6,026,000
-1.4%
170,992
+1.0%
0.49%
-19.0%
Q2 2020$6,114,000169,2320.60%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders