First Allied Advisory Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$475,000
-25.8%
14,719
+6.3%
0.02%
-9.1%
Q4 2019$640,000
+14.9%
13,844
+2.2%
0.02%
+10.0%
Q3 2019$557,000
-22.6%
13,540
-16.0%
0.02%
-20.0%
Q2 2019$720,000
+9.3%
16,117
+7.6%
0.02%
+8.7%
Q1 2019$659,000
+16.0%
14,976
+4.9%
0.02%
+4.5%
Q4 2018$568,000
-13.8%
14,270
-5.1%
0.02%
-4.3%
Q3 2018$659,000
+17.5%
15,035
+15.0%
0.02%
+9.5%
Q2 2018$561,000
-22.5%
13,072
-13.6%
0.02%
-25.0%
Q1 2018$724,000
-60.4%
15,124
-62.6%
0.03%
-61.6%
Q4 2017$1,829,000
+22.2%
40,394
+16.1%
0.07%
+14.1%
Q3 2017$1,497,000
+27.7%
34,797
+21.9%
0.06%
+23.1%
Q2 2017$1,172,000
+474.5%
28,549
+395.5%
0.05%
+372.7%
Q2 2016$204,000
-96.5%
5,762
-96.7%
0.01%
-96.6%
Q3 2015$5,906,000
-32.9%
173,347
-14.0%
0.32%
-17.5%
Q2 2015$8,804,000
+3393.7%
201,657
+3256.5%
0.39%
+2217.6%
Q1 2015$252,000
+13.5%
6,008
+12.0%
0.02%
+6.2%
Q4 2014$222,000
-21.6%
5,362
-9.1%
0.02%
-27.3%
Q3 2014$283,000
-69.2%
5,897
-67.0%
0.02%
-67.2%
Q2 2014$920,000
+153.4%
17,846
+143.9%
0.07%
+148.1%
Q1 2014$363,000
-75.5%
7,316
-74.8%
0.03%
-77.3%
Q4 2013$1,482,000
-20.7%
29,054
-19.7%
0.12%
+9.2%
Q3 2013$1,870,000
+16.2%
36,195
+8.7%
0.11%
-14.8%
Q2 2013$1,609,00033,2980.13%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders