SIGNATURE ESTATE & INVESTMENT ADVISORS 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
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,574
+11.5%
228,764
+13.9%
0.29%
+13.7%
Q2 2023$7,689
+15.7%
200,923
+14.5%
0.26%
+9.4%
Q1 2023$6,645
+20.6%
175,494
+13.5%
0.23%
+17.7%
Q4 2022$5,509
-99.8%
154,554
+53.6%
0.20%
+28.6%
Q3 2022$3,273,000
+23.7%
100,594
+40.8%
0.15%
+14.9%
Q2 2022$2,646,000
+82.1%
71,463
+115.2%
0.13%
+100.0%
Q1 2022$1,453,000
-24.8%
33,211
-17.9%
0.07%
-90.3%
Q3 2014$1,933,000
-25.5%
40,451
-19.2%
0.69%
-24.3%
Q2 2014$2,596,000
-88.0%
50,087
-88.7%
0.91%
-89.3%
Q1 2014$21,698,000
+1.7%
442,183
+5.8%
8.50%
-19.4%
Q4 2013$21,328,000
-11.6%
417,957
-10.5%
10.55%
-24.1%
Q3 2013$24,133,000
+20.9%
466,881
+13.0%
13.90%
-3.2%
Q2 2013$19,964,000413,08014.36%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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