Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,005
-6.7%
53,502
-4.8%
0.01%
-10.0%
Q2 2023$2,150
-17.2%
56,189
-18.1%
0.01%
-23.1%
Q1 2023$2,598
+2.4%
68,613
-3.6%
0.01%0.0%
Q4 2022$2,537
-99.9%
71,173
-21.0%
0.01%
-23.5%
Q3 2022$2,930,000
-11.3%
90,068
+1.0%
0.02%
-5.6%
Q2 2022$3,303,000
-7.7%
89,198
+9.1%
0.02%
+12.5%
Q1 2022$3,579,000
+14.3%
81,780
+13.2%
0.02%
+14.3%
Q4 2021$3,130,000
-10.3%
72,243
-9.7%
0.01%
-17.6%
Q3 2021$3,490,000
-9.0%
79,995
-4.7%
0.02%
-5.6%
Q2 2021$3,836,000
+17.2%
83,974
+13.8%
0.02%0.0%
Q1 2021$3,273,000
+39.2%
73,792
+29.0%
0.02%
+28.6%
Q4 2020$2,352,000
-18.8%
57,182
-30.4%
0.01%
-30.0%
Q3 2020$2,897,000
-10.8%
82,217
-8.5%
0.02%
-16.7%
Q2 2020$3,247,000
-16.7%
89,872
-25.6%
0.02%
-35.1%
Q1 2020$3,898,000
-29.5%
120,853
-0.0%
0.04%
-14.0%
Q4 2019$5,533,000
+27.7%
120,883
+15.2%
0.04%
+13.2%
Q3 2019$4,333,000
-10.8%
104,898
-3.6%
0.04%
-15.6%
Q2 2019$4,859,000
+24.3%
108,795
+22.0%
0.04%
+21.6%
Q1 2019$3,908,000
+38.4%
89,149
+26.8%
0.04%
+19.4%
Q4 2018$2,823,000
-29.0%
70,303
-22.8%
0.03%
-18.4%
Q3 2018$3,976,000
+4.7%
91,056
+2.8%
0.04%
-5.0%
Q2 2018$3,799,000
-35.8%
88,609
-28.4%
0.04%
-40.3%
Q1 2018$5,917,000
+107.3%
123,737
+96.6%
0.07%
+97.1%
Q4 2017$2,855,000
-5.5%
62,951
-10.4%
0.03%
-17.1%
Q3 2017$3,021,000
-3.9%
70,256
-8.4%
0.04%
-10.9%
Q2 2017$3,145,000
-20.4%
76,733
-20.7%
0.05%
-31.3%
Q1 2017$3,951,000
-39.1%
96,723
-44.3%
0.07%
-45.1%
Q4 2016$6,483,000
-18.0%
173,620
-17.5%
0.12%
-17.0%
Q3 2016$7,903,000
-2.9%
210,341
-8.4%
0.15%
-14.5%
Q2 2016$8,136,000
-2.4%
229,703
-4.0%
0.17%
-8.5%
Q1 2016$8,337,000
+14.4%
239,366
+3.9%
0.19%
+8.7%
Q4 2015$7,287,000
-10.0%
230,311
-4.8%
0.17%
-25.4%
Q3 2015$8,096,000
-23.8%
241,813
-1.2%
0.23%
-21.1%
Q2 2015$10,629,000
+3.0%
244,739
+0.8%
0.29%0.0%
Q1 2015$10,316,000
+9.8%
242,729
+8.9%
0.29%
+1.0%
Q4 2014$9,395,000
-13.0%
222,848
-1.4%
0.29%
-8.8%
Q3 2014$10,803,000
-5.6%
226,091
+2.5%
0.32%
-20.1%
Q2 2014$11,438,000
+10.5%
220,633
+4.6%
0.40%
+2.0%
Q1 2014$10,353,000
-3.6%
210,985
+0.3%
0.39%
-11.1%
Q4 2013$10,738,000
+4.8%
210,426
+6.1%
0.44%
-2.0%
Q3 2013$10,247,000
+20.7%
198,249
+12.9%
0.45%
+4.2%
Q2 2013$8,490,000175,6730.43%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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