PARK AVENUE SECURITIES LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
PARK AVENUE SECURITIES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5270.0%14,049
+2.0%
0.01%0.0%
Q2 2023$527
+29.2%
13,775
+27.9%
0.01%
+14.3%
Q1 2023$408
-99.8%
10,770
+41.1%
0.01%
+40.0%
Q4 2022$272,000
-99.9%
7,632
+8.7%
0.01%0.0%
Q3 2022$228,000,000
+94114.9%
7,018
+7.6%
0.01%0.0%
Q2 2022$242,000
-10.7%
6,525
+5.3%
0.01%0.0%
Q1 2022$271,000
-99.9%
6,198
-0.9%
0.01%0.0%
Q4 2021$271,000,000
+109174.2%
6,255
+10.1%
0.01%0.0%
Q3 2021$248,000
+22.8%
5,682
+28.8%
0.01%
+25.0%
Q2 2021$202,0004,4130.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders