PARK AVENUE SECURITIES LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

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 Q3 2023
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