COLONY GROUP LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$674
-4.0%
17,973
-2.0%
0.01%0.0%
Q2 2023$702
-0.4%
18,348
-1.5%
0.01%0.0%
Q1 2023$705
-16.8%
18,627
-21.7%
0.01%
-16.7%
Q4 2022$847
-99.9%
23,777
+26.1%
0.01%
+9.1%
Q3 2022$613,000
+0.2%
18,859
+14.1%
0.01%0.0%
Q2 2022$612,000
-56.5%
16,525
-48.7%
0.01%
-47.6%
Q1 2022$1,408,000
+9.6%
32,184
+8.5%
0.02%
-8.7%
Q4 2021$1,285,000
-0.9%
29,673
-0.2%
0.02%
-8.0%
Q3 2021$1,297,000
-12.0%
29,726
-7.9%
0.02%
-13.8%
Q2 2021$1,474,000
+7.8%
32,275
+4.7%
0.03%0.0%
Q1 2021$1,367,000
-19.2%
30,825
-25.1%
0.03%
-25.6%
Q4 2020$1,692,000
+1.7%
41,138
-12.8%
0.04%
-9.3%
Q3 2020$1,663,000
-4.6%
47,186
-2.2%
0.04%
-14.0%
Q2 2020$1,743,000
+8.3%
48,246
-3.3%
0.05%
-3.8%
Q1 2020$1,610,000
-13.9%
49,912
+22.2%
0.05%
+10.6%
Q4 2019$1,870,000
+24.9%
40,861
+12.8%
0.05%
-2.1%
Q3 2019$1,497,000
+5.2%
36,229
+13.7%
0.05%
+6.7%
Q2 2019$1,423,000
+238.0%
31,852
+231.4%
0.04%
+150.0%
Q1 2019$421,000
-4.1%
9,610
-30.7%
0.02%
-55.0%
Q4 2015$439,000
-5.4%
13,8710.0%0.04%
-25.9%
Q3 2015$464,000
+480.0%
13,871
+653.0%
0.05%
+575.0%
Q2 2015$80,000
-14.0%
1,842
-15.9%
0.01%
-20.0%
Q1 2015$93,000
+1.1%
2,1910.0%0.01%0.0%
Q4 2014$92,000
-3.2%
2,191
+9.9%
0.01%
-9.1%
Q3 2014$95,000
-7.8%
1,9930.0%0.01%
-21.4%
Q2 2014$103,0001,9930.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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