ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$39,657,868
+17.4%
1,058,107
+19.8%
0.02%
+20.0%
Q2 2023$33,788,032
+11.4%
882,886
+10.2%
0.02%0.0%
Q1 2023$30,329,758
+25.3%
801,103
+18.0%
0.02%
+15.4%
Q4 2022$24,204,779
+29.3%
679,146
+18.1%
0.01%
+18.2%
Q3 2022$18,714,000
-4.0%
575,291
+9.3%
0.01%0.0%
Q2 2022$19,494,000
-11.5%
526,434
+4.5%
0.01%0.0%
Q1 2022$22,038,000
+37.5%
503,611
+36.1%
0.01%
+37.5%
Q4 2021$16,025,000
+1.8%
369,917
+2.6%
0.01%
-11.1%
Q3 2021$15,738,000
+5.7%
360,716
+10.6%
0.01%
+12.5%
Q2 2021$14,893,000
+15.2%
326,039
+11.9%
0.01%0.0%
Q1 2021$12,925,000
+2.9%
291,362
-4.5%
0.01%
-11.1%
Q4 2020$12,556,000
+18.8%
305,208
+1.8%
0.01%0.0%
Q3 2020$10,565,000
-5.9%
299,815
-3.5%
0.01%
-18.2%
Q2 2020$11,223,000
+5.2%
310,630
-6.1%
0.01%
-15.4%
Q1 2020$10,665,000
-5.3%
330,685
+34.3%
0.01%
+8.3%
Q4 2019$11,266,000
+24.8%
246,140
+12.6%
0.01%
+20.0%
Q3 2019$9,029,000
-2.3%
218,560
+5.6%
0.01%
-16.7%
Q2 2019$9,243,000
+7.8%
206,960
+5.9%
0.01%0.0%
Q1 2019$8,572,000
+14.2%
195,520
+4.6%
0.01%0.0%
Q4 2018$7,503,000
+218.3%
186,881
+246.2%
0.01%
+200.0%
Q3 2018$2,357,000
-29.2%
53,975
-30.5%
0.00%
-50.0%
Q2 2018$3,328,000
-18.8%
77,631
-12.4%
0.01%
-33.3%
Q1 2018$4,101,000
-3.5%
88,582
-5.5%
0.01%
+33.3%
Q4 2017$4,251,000
+5.6%
93,763
+0.2%
0.01%
-10.0%
Q3 2017$4,027,000
+35.1%
93,617
+28.8%
0.01%
+25.0%
Q2 2017$2,980,000
-1.8%
72,707
-2.1%
0.01%
-20.0%
Q1 2017$3,034,000
+11.3%
74,251
+1.7%
0.01%0.0%
Q4 2016$2,727,000
+15.0%
73,030
+15.7%
0.01%
+11.1%
Q3 2016$2,372,000
+5.4%
63,139
-0.7%
0.01%0.0%
Q2 2016$2,251,000
+19.3%
63,564
+17.3%
0.01%
+12.5%
Q1 2016$1,887,000
-37.1%
54,176
-42.8%
0.01%
-42.9%
Q4 2015$2,999,000
-37.5%
94,776
-33.8%
0.01%
-41.7%
Q3 2015$4,796,000
-45.4%
143,256
-29.2%
0.02%
-42.9%
Q2 2015$8,790,000
-4.2%
202,392
-6.3%
0.04%
-10.6%
Q1 2015$9,176,000
+155.2%
215,918
+153.2%
0.05%
+27.0%
Q4 2014$3,595,000
-52.8%
85,279
-46.5%
0.04%
-51.9%
Q3 2014$7,611,000
-10.5%
159,287
-2.9%
0.08%
-12.5%
Q2 2014$8,502,000
+204.3%
163,998
+188.1%
0.09%
+183.9%
Q1 2014$2,794,000
-4.6%
56,930
-0.9%
0.03%
-8.8%
Q4 2013$2,930,000
-21.4%
57,419
-20.3%
0.03%
-24.4%
Q3 2013$3,726,000
-36.7%
72,079
-40.8%
0.04%
-40.8%
Q2 2013$5,889,000121,8430.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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