OPTIMUM INVESTMENT ADVISORS - 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
OPTIMUM INVESTMENT ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$2,278
+8.5%
560.0%0.00%0.0%
Q3 2023$2,099
-2.1%
560.0%0.00%0.0%
Q2 2023$2,143
+1.1%
560.0%0.00%0.0%
Q1 2023$2,120
+6.2%
560.0%0.00%0.0%
Q4 2022$1,996
-0.2%
560.0%0.00%0.0%
Q3 2022$2,0000.0%560.0%0.00%0.0%
Q2 2022$2,000
-85.7%
56
-82.0%
0.00%
-83.3%
Q1 2022$14,000
+600.0%
311
+455.4%
0.01%
+500.0%
Q4 2021$2,0000.0%560.0%0.00%0.0%
Q3 2021$2,000
-33.3%
560.0%0.00%0.0%
Q2 2021$3,000
+50.0%
560.0%0.00%0.0%
Q1 2021$2,0000.0%560.0%0.00%0.0%
Q4 2020$2,0000.0%560.0%0.00%0.0%
Q3 2020$2,0000.0%560.0%0.00%0.0%
Q2 2020$2,0000.0%560.0%0.00%0.0%
Q1 2020$2,000
-33.3%
560.0%0.00%0.0%
Q4 2019$3,000
+50.0%
560.0%0.00%0.0%
Q3 2019$2,000
-77.8%
56
-72.8%
0.00%
-66.7%
Q2 2019$9,0000.0%2060.0%0.00%0.0%
Q1 2019$9,000
+12.5%
2060.0%0.00%0.0%
Q4 2018$8,000
-11.1%
2060.0%0.00%
+50.0%
Q3 2018$9,0000.0%2060.0%0.00%
-33.3%
Q2 2018$9,000
-25.0%
206
-19.5%
0.00%
-25.0%
Q1 2018$12,000
-86.0%
256
-87.3%
0.00%
-85.2%
Q1 2015$86,000
-35.8%
2,012
-36.6%
0.03%
-37.2%
Q4 2014$134,000
-43.2%
3,172
-35.8%
0.04%
-44.9%
Q3 2014$236,000
-52.9%
4,942
-48.8%
0.08%
-51.9%
Q2 2014$501,000
+3.5%
9,660
-2.0%
0.16%
-11.0%
Q1 2014$484,000
-34.5%
9,860
-31.9%
0.18%
-34.5%
Q4 2013$739,000
-1.3%
14,480
-0.0%
0.28%
-9.4%
Q3 2013$749,00014,4850.31%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 388,968$14,578,5144.48%
Arden Trust Co 638,109$23,916,3313.98%
All Season Financial Advisors, Inc. 78,383$2,937,8112.97%
Sutton Wealth Advisors Inc. 140,211$5,255,1082.58%
Eagle Strategies LLC 207,354$7,771,6551.91%
FFG RETIREMENT ADVISORS LLC 57,343$2,149,2161.78%
Bridge Advisory, LLC 105,691$3,961,2831.39%
ASPIRIANT, LLC 599,766$22,479,2801.15%
INVENIO WEALTH PARTNERS LLC 31,994$1,199,1351.09%
Kades & Cheifetz LLC 35,565$1,332,9841.06%
View complete list of WISDOMTREE TR shareholders