ROOSEVELT INVESTMENT GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders