GREENLEAF TRUST - 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
GREENLEAF TRUST ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,003,156
+0.9%
53,446
+3.1%
0.02%
+9.5%
Q2 2023$1,984,414
+7.1%
51,853
+5.9%
0.02%0.0%
Q1 2023$1,852,944
+107817.5%
48,942
+1.6%
0.02%
-4.5%
Q4 2022$1,717
-99.9%
48,164
+11.5%
0.02%
+4.8%
Q3 2022$1,405,000
-7.3%
43,181
+5.5%
0.02%
-8.7%
Q2 2022$1,515,000
-9.0%
40,917
+7.6%
0.02%
+15.0%
Q1 2022$1,665,000
+2.3%
38,044
+1.3%
0.02%
+5.3%
Q4 2021$1,627,000
+2.1%
37,561
+2.9%
0.02%0.0%
Q3 2021$1,593,000
+56.3%
36,517
+63.6%
0.02%
+46.2%
Q2 2021$1,019,000
+53.9%
22,316
+49.6%
0.01%
+44.4%
Q1 2021$662,000
+19.3%
14,916
+10.5%
0.01%
+28.6%
Q4 2020$555,000
+11.7%
13,493
-4.3%
0.01%
-12.5%
Q3 2020$497,000
+1.0%
14,093
+3.4%
0.01%
-11.1%
Q2 2020$492,000
+13.6%
13,626
+1.4%
0.01%0.0%
Q1 2020$433,000
-36.9%
13,440
-10.3%
0.01%
-18.2%
Q4 2019$686,000
+7.4%
14,990
-3.1%
0.01%
+10.0%
Q3 2019$639,000
-18.6%
15,475
-12.0%
0.01%
-16.7%
Q2 2019$785,000
+3.2%
17,584
+1.3%
0.01%
-7.7%
Q1 2019$761,000
-11.2%
17,362
-18.7%
0.01%
-23.5%
Q4 2018$857,000
-40.7%
21,344
-35.6%
0.02%
-34.6%
Q3 2018$1,446,000
+10.8%
33,126
+8.8%
0.03%
+4.0%
Q2 2018$1,305,000
-10.4%
30,435
-0.0%
0.02%
-13.8%
Q1 2018$1,456,000
+4.2%
30,440
-1.2%
0.03%
+3.6%
Q4 2017$1,397,000
+9.7%
30,805
+4.0%
0.03%0.0%
Q3 2017$1,273,000
+9.1%
29,609
+4.0%
0.03%
+3.7%
Q2 2017$1,167,000
+27.3%
28,466
+26.8%
0.03%
+22.7%
Q1 2017$917,000
+177.9%
22,456
+154.3%
0.02%
+144.4%
Q4 2016$330,000
+13.4%
8,831
+14.0%
0.01%
+12.5%
Q3 2016$291,000
+6.2%
7,7460.0%0.01%
+14.3%
Q2 2016$274,000
+27300.0%
7,746
+21416.7%
0.01%
Q1 2016$1,0000.0%360.0%0.00%
Q4 2015$1,0000.0%360.0%0.00%
Q3 2015$1,000
-99.6%
36
-99.4%
0.00%
-100.0%
Q2 2015$270,000
-25.0%
6,213
-26.6%
0.01%
-27.3%
Q1 2015$360,000
-98.3%
8,464
-98.3%
0.01%
-98.2%
Q4 2014$21,209,000
-35.9%
503,063
-27.3%
0.61%
-43.7%
Q3 2014$33,074,000
-9.5%
692,224
-1.8%
1.09%
-5.9%
Q2 2014$36,537,000
+3.6%
704,797
-1.9%
1.16%
+2.4%
Q1 2014$35,255,000
+4.7%
718,454
+8.9%
1.13%
-2.1%
Q4 2013$33,675,000
+0.1%
659,901
+1.4%
1.16%
-8.4%
Q3 2013$33,643,000
+21.0%
650,858
+13.2%
1.26%
+16.0%
Q2 2013$27,793,000575,0751.09%
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