ATLAS CAPITAL ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
ATLAS CAPITAL ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$732,000
+10.9%
160.0%0.00%
Q3 2019$660,000
-7.6%
160.0%0.00%
Q2 2019$714,000
+1.9%
16
-94.3%
0.00%
Q1 2019$701,000
-84.9%
281
+142.2%
0.00%
-100.0%
Q4 2018$4,657,000
-6.4%
1160.0%0.00%0.0%
Q3 2018$4,978,000
-1.3%
1160.0%0.00%0.0%
Q2 2018$5,045,000
-20.7%
116
-12.8%
0.00%0.0%
Q1 2018$6,360,0001330.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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