CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 269 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 1.84 and the average weighting 0.8%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$20,704,613
+829.1%
478,056
+797.6%
0.07%
+737.5%
Q1 2024$2,228,453
-9.8%
53,261
-12.3%
0.01%
-11.1%
Q4 2023$2,471,382
-1.3%
60,752
-9.0%
0.01%
-10.0%
Q3 2023$2,503,478
-3.2%
66,795
-1.2%
0.01%0.0%
Q2 2023$2,586,050
+140.2%
67,574
+137.6%
0.01%
+100.0%
Q1 2023$1,076,682
+53.5%
28,439
+44.5%
0.01%
+25.0%
Q4 2022$701,503
+39.7%
19,683
+27.6%
0.00%
+33.3%
Q3 2022$502,000
-12.1%
15,4300.0%0.00%
-25.0%
Q2 2022$571,000
-18.4%
15,430
-3.5%
0.00%
-20.0%
Q1 2022$700,000
+4.6%
15,990
+3.6%
0.01%0.0%
Q4 2021$669,000
-15.8%
15,430
-15.4%
0.01%
-28.6%
Q3 2021$795,000
-3.5%
18,232
+1.1%
0.01%
-12.5%
Q2 2021$824,000
+3.0%
18,0320.0%0.01%
-11.1%
Q1 2021$800,000
+11.3%
18,032
+3.2%
0.01%
-10.0%
Q4 2020$719,000
+13.8%
17,465
-2.1%
0.01%0.0%
Q3 2020$632,000
-65.9%
17,840
-64.7%
0.01%
-67.7%
Q2 2020$1,853,000
+3.4%
50,592
-11.9%
0.03%
-20.5%
Q1 2020$1,792,000
-33.0%
57,410
+0.0%
0.04%
-7.1%
Q4 2019$2,673,000
+1988.3%
57,407
+1756.6%
0.04%
+950.0%
Q3 2019$128,000
-4.5%
3,092
+3.3%
0.00%
-20.0%
Q2 2019$134,000
+2.3%
2,993
+0.2%
0.01%0.0%
Q1 2019$131,000
+523.8%
2,987
+469.0%
0.01%
+400.0%
Q4 2018$21,000
-8.7%
5250.0%0.00%0.0%
Q3 2018$23,0000.0%5250.0%0.00%0.0%
Q2 2018$23,000
-8.0%
5250.0%0.00%
-50.0%
Q1 2018$25,000
+4.2%
5250.0%0.00%
+100.0%
Q4 2017$24,000
-50.0%
525
-50.0%
0.00%
-50.0%
Q3 2017$48,000
-75.0%
1,050
-71.7%
0.00%
-95.5%
Q2 2014$192,000
+255.6%
3,705
+243.1%
0.04%
+300.0%
Q1 2014$54,000
-65.4%
1,080
-64.8%
0.01%
-59.3%
Q4 2013$156,000
+420.0%
3,064
+428.3%
0.03%
+237.5%
Q3 2013$30,000
-30.2%
580
-35.6%
0.01%
-38.5%
Q2 2013$43,0009000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
NameSharesValueWeighting ↓
Arden Trust Co 894,415$38,737,1165.41%
All Season Financial Advisors, Inc. 85,807$3,716,3193.37%
Private Wealth Advisors, LLC 200,765$8,729,2513.36%
Williams Financial, LLC 96,106$4,162,3452.77%
TMD Wealth Management, LLC 251,954$10,912,1072.39%
Eagle Strategies LLC 252,395$10,931,2122.09%
Clayton Financial Group LLC 103,326$4,323,1521.87%
Bridge Advisory, LLC 70,746$3,064,0121.51%
CUSTOM INDEX SYSTEMS, LLC 58,604$2,538,1391.46%
FFG RETIREMENT ADVISORS LLC 36,383$1,575,7481.10%
View complete list of WISDOMTREE TR shareholders