LPL Financial 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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$49,389,718
+6.4%
1,317,762
+8.6%
0.04%
+6.1%
Q2 2023$46,424,207
+23.5%
1,213,071
+22.2%
0.03%
+13.8%
Q1 2023$37,598,322
+42.5%
993,088
+34.2%
0.03%
+26.1%
Q4 2022$26,380,113
+9.6%
740,183
+0.0%
0.02%0.0%
Q3 2022$24,069,000
-14.5%
739,904
-2.7%
0.02%
-14.8%
Q2 2022$28,155,000
-39.7%
760,330
-28.7%
0.03%
-32.5%
Q1 2022$46,680,000
+64.2%
1,066,728
+62.6%
0.04%
+66.7%
Q4 2021$28,426,000
+9.7%
656,186
+10.5%
0.02%0.0%
Q3 2021$25,901,000
-5.7%
593,642
-1.3%
0.02%
-14.3%
Q2 2021$27,472,000
+18.2%
601,397
+14.8%
0.03%
+3.7%
Q1 2021$23,236,000
+35.4%
523,794
+25.5%
0.03%
+22.7%
Q4 2020$17,164,000
+18.2%
417,200
+1.2%
0.02%
-4.3%
Q3 2020$14,524,000
+8.8%
412,149
+11.6%
0.02%0.0%
Q2 2020$13,346,000
+19.2%
369,380
+6.4%
0.02%
-4.2%
Q1 2020$11,199,000
-32.3%
347,244
-3.9%
0.02%
-20.0%
Q4 2019$16,546,000
+23.0%
361,496
+11.0%
0.03%
+11.1%
Q3 2019$13,455,000
-6.0%
325,710
+1.6%
0.03%
-12.9%
Q2 2019$14,313,000
+7.7%
320,496
+5.7%
0.03%
+3.3%
Q1 2019$13,294,000
+187.9%
303,230
+163.6%
0.03%
+150.0%
Q4 2018$4,618,000
-5.3%
115,015
+3.0%
0.01%0.0%
Q3 2018$4,878,000
+9.4%
111,707
+7.4%
0.01%0.0%
Q2 2018$4,457,000
-6.2%
103,967
+4.6%
0.01%
-7.7%
Q1 2018$4,753,000
+3.8%
99,397
-1.5%
0.01%
-7.1%
Q4 2017$4,579,000
+17.8%
100,960
+11.7%
0.01%0.0%
Q3 2017$3,887,000
+9.4%
90,394
+4.3%
0.01%
+7.7%
Q2 2017$3,552,000
-13.2%
86,662
-13.1%
0.01%
-53.6%
Q1 2017$4,091,000
+7.9%
99,673
-0.7%
0.03%
-3.4%
Q4 2016$3,792,000
+9.1%
100,359
+7.9%
0.03%
-12.1%
Q3 2016$3,477,000
+7.8%
93,054
+1.5%
0.03%
+22.2%
Q2 2016$3,226,000
-42.5%
91,685
-44.9%
0.03%
+68.8%
Q1 2016$5,610,000
-20.6%
166,504
-27.4%
0.02%
-20.0%
Q4 2015$7,068,000
+46.2%
229,257
+65.4%
0.02%
-25.9%
Q3 2015$4,836,000
-33.6%
138,633
-19.7%
0.03%
-27.0%
Q2 2015$7,280,000
-8.1%
172,665
-5.8%
0.04%
-7.5%
Q1 2015$7,924,000
-50.5%
183,337
-51.7%
0.04%
-54.5%
Q4 2014$15,998,000
+10.1%
379,448
+22.9%
0.09%
+1.1%
Q3 2014$14,526,000
+8.4%
308,810
+19.5%
0.09%
+11.5%
Q2 2014$13,398,000
+4.3%
258,441
-1.3%
0.08%
-1.3%
Q1 2014$12,850,000
-12.9%
261,875
-9.4%
0.08%
-14.1%
Q4 2013$14,757,000
-16.5%
289,174
-11.4%
0.09%
-22.0%
Q3 2013$17,674,000
+17.9%
326,504
+5.3%
0.12%
+9.3%
Q2 2013$14,989,000310,1430.11%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 388,968$14,578,5144.48%
Arden Trust Co 638,109$23,916,3313.98%
All Season Financial Advisors, Inc. 78,383$2,937,8112.97%
Sutton Wealth Advisors Inc. 140,211$5,255,1082.58%
Eagle Strategies LLC 207,354$7,771,6551.91%
FFG RETIREMENT ADVISORS LLC 57,343$2,149,2161.78%
Bridge Advisory, LLC 105,691$3,961,2831.39%
ASPIRIANT, LLC 599,766$22,479,2801.15%
INVENIO WEALTH PARTNERS LLC 31,994$1,199,1351.09%
Kades & Cheifetz LLC 35,565$1,332,9841.06%
View complete list of WISDOMTREE TR shareholders