COBIZ WEALTH, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 288 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
COBIZ WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2014$782,000
-6.1%
16,371
+1.9%
0.18%
-5.2%
Q2 2014$833,000
-16.1%
16,071
-20.6%
0.19%
-19.0%
Q1 2014$993,000
-22.5%
20,232
-19.4%
0.24%
-22.5%
Q4 2013$1,281,000
-18.9%
25,096
-17.8%
0.31%
-23.7%
Q3 2013$1,579,000
-4.9%
30,545
-11.1%
0.40%
-8.7%
Q2 2013$1,661,00034,3640.44%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 236,360$8,826,0007.57%
Accredited Investors Inc. 650,773$24,300,0006.29%
Private Vista, LLC 433,019$17,111,0004.98%
XPONANCE, INC. 337,637$13,088,0003.53%
Fusion Family Wealth LLC 130,522$5,077,0002.98%
McNamara Financial Services, Inc. 138,428$5,169,0002.84%
GM Advisory Group, LLC 177,755$6,637,0002.32%
Cornerstone Capital, Inc. 269,557$10,065,0002.15%
Cranberry Lake Advisors LLC 89,265$3,333,0002.12%
Parkside Advisors LLC 66,530$2,484,0001.88%
View complete list of WISDOMTREE TR shareholders