Janney Montgomery Scott LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,330
-52.7%
88,847
-51.7%
0.01%
-52.0%
Q2 2023$7,035
+122.1%
183,813
+119.8%
0.02%
+92.3%
Q1 2023$3,167
+29.6%
83,640
+22.0%
0.01%
+30.0%
Q4 2022$2,444
-99.9%
68,585
-18.9%
0.01%
-16.7%
Q3 2022$2,751,000
-4.3%
84,579
+9.8%
0.01%
-7.7%
Q2 2022$2,875,000
-3.6%
77,013
+13.1%
0.01%0.0%
Q1 2022$2,981,000
+34.6%
68,113
+33.3%
0.01%
+44.4%
Q4 2021$2,214,000
+2.5%
51,102
+3.2%
0.01%0.0%
Q3 2021$2,160,000
+0.9%
49,498
+5.6%
0.01%0.0%
Q2 2021$2,141,000
-32.7%
46,880
-34.6%
0.01%
-40.0%
Q1 2021$3,180,000
+73.6%
71,691
+61.0%
0.02%
+66.7%
Q4 2020$1,832,000
+19.7%
44,541
+2.5%
0.01%0.0%
Q3 2020$1,531,000
-26.3%
43,443
-24.4%
0.01%
-30.8%
Q2 2020$2,076,000
+18.4%
57,466
+5.7%
0.01%
-7.1%
Q1 2020$1,754,000
-44.6%
54,385
-21.4%
0.01%
-33.3%
Q4 2019$3,168,000
+17.2%
69,223
+5.7%
0.02%
+5.0%
Q3 2019$2,704,000
+9.7%
65,463
+18.6%
0.02%
+5.3%
Q2 2019$2,466,000
+9.6%
55,216
+7.6%
0.02%0.0%
Q1 2019$2,249,000
+53.9%
51,302
+40.9%
0.02%
+35.7%
Q4 2018$1,461,000
-4.8%
36,399
+3.7%
0.01%
+7.7%
Q3 2018$1,534,000
+6.8%
35,117
+4.7%
0.01%
-7.1%
Q2 2018$1,437,000
-33.9%
33,527
-26.2%
0.01%
-36.4%
Q1 2018$2,173,000
+18.4%
45,434
+12.2%
0.02%
+15.8%
Q4 2017$1,836,000
+44.2%
40,482
+36.8%
0.02%
+26.7%
Q3 2017$1,273,000
+8.0%
29,602
+2.9%
0.02%0.0%
Q2 2017$1,179,000
+7.3%
28,768
+7.0%
0.02%0.0%
Q1 2017$1,099,000
-8.6%
26,894
-16.5%
0.02%
-16.7%
Q4 2016$1,202,000
-17.0%
32,197
-16.5%
0.02%
-30.8%
Q3 2016$1,448,000
+23.9%
38,553
+14.9%
0.03%
-16.1%
Q1 2016$1,169,000
+20.9%
33,550
+9.8%
0.03%
+24.0%
Q4 2015$967,000
-38.1%
30,556
-34.5%
0.02%
-43.2%
Q3 2015$1,562,000
-99.9%
46,665
-7.4%
0.04%
-4.3%
Q2 2015$2,189,545,000
+101881.6%
50,415
-0.2%
0.05%
+15.0%
Q1 2015$2,147,000
-99.9%
50,510
-37.3%
0.04%
-41.2%
Q4 2014$3,397,131,000
-30.9%
80,577
-21.7%
0.07%
-33.3%
Q3 2014$4,918,407,000
-1.9%
102,939
+6.4%
0.10%
-6.4%
Q2 2014$5,013,423,000
-1.1%
96,710
-6.4%
0.11%
-11.4%
Q1 2014$5,069,411,000
-40.2%
103,310
-37.8%
0.12%
-45.1%
Q4 2013$8,476,195,000
+4.5%
166,102
+5.9%
0.22%
-8.2%
Q3 2013$8,107,716,000156,8530.24%
Other shareholders
WISDOMTREE TR shareholders Q4 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