Financial Architects, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.37 and the average weighting 0.4%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$10,000
+11.1%
269
+1.5%
0.00%0.0%
Q1 2020$9,000
-25.0%
2650.0%0.00%
-33.3%
Q4 2019$12,000
-53.8%
265
-58.0%
0.00%
-50.0%
Q3 2019$26,000
-3.7%
631
+4.0%
0.01%
+20.0%
Q2 2019$27,0000.0%607
+0.3%
0.01%0.0%
Q1 2019$27,000
+12.5%
6050.0%0.01%0.0%
Q4 2018$24,000
-7.7%
605
+3.1%
0.01%
+25.0%
Q3 2018$26,000
+4.0%
5870.0%0.00%0.0%
Q2 2018$25,000
-10.7%
587
+1.0%
0.00%
-20.0%
Q1 2018$28,000
+7.7%
581
+0.7%
0.01%
+25.0%
Q4 2017$26,000
+8.3%
577
+2.1%
0.00%0.0%
Q3 2017$24,000
+4.3%
565
+1.1%
0.00%0.0%
Q2 2017$23,0000.0%5590.0%0.00%0.0%
Q1 2017$23,000
+9.5%
559
+0.7%
0.00%
-20.0%
Q4 2016$21,000
+5.0%
555
+2.2%
0.01%0.0%
Q3 2016$20,000
+5.3%
5430.0%0.01%0.0%
Q2 2016$19,0000.0%543
+0.7%
0.01%
-28.6%
Q1 2016$19,000
-79.8%
539
-75.1%
0.01%
-79.4%
Q2 2015$94,000
-2.1%
2,163
-4.2%
0.03%
-8.1%
Q1 2015$96,000
-41.5%
2,259
-42.1%
0.04%
-48.6%
Q4 2014$164,000
-0.6%
3,899
+12.9%
0.07%
-11.1%
Q3 2014$165,000
-25.0%
3,452
-18.7%
0.08%
-23.6%
Q2 2014$220,000
-22.0%
4,247
-26.2%
0.11%
-37.3%
Q1 2014$282,000
-92.8%
5,755
-92.5%
0.17%
-92.6%
Q4 2013$3,892,000
-17.6%
76,273
-16.3%
2.28%
-25.3%
Q3 2013$4,721,000
-2.1%
91,127
-9.0%
3.05%
-14.0%
Q2 2013$4,824,000100,0903.55%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders