Sigma Planning Corp - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$206,000
-31.1%
5,708
-13.3%
0.01%
-60.9%
Q4 2017$299,000
+12.0%
6,586
+6.3%
0.02%
+4.5%
Q3 2017$267,000
+5.5%
6,198
+0.4%
0.02%
-8.3%
Q2 2017$253,000
+3.3%
6,176
+3.0%
0.02%0.0%
Q1 2017$245,000
-2.0%
5,994
-10.5%
0.02%
-11.1%
Q4 2016$250,000
-19.6%
6,694
-19.1%
0.03%
-27.0%
Q3 2016$311,000
+22.0%
8,276
+14.8%
0.04%
+12.1%
Q2 2016$255,000
-4.1%
7,211
-5.6%
0.03%
-8.3%
Q1 2016$266,000
+6.4%
7,636
-3.5%
0.04%
+2.9%
Q4 2015$250,000
-2.3%
7,913
+34.2%
0.04%0.0%
Q2 2015$256,000
+0.8%
5,898
-1.2%
0.04%
+2.9%
Q1 2015$254,000
-1.9%
5,970
-2.7%
0.03%0.0%
Q4 2014$259,0006,1360.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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