Kistler-Tiffany Companies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kistler-Tiffany Companies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$9,0000.0%2090.0%0.00%
-33.3%
Q4 2020$9,000
+28.6%
2090.0%0.00%
+50.0%
Q3 2020$7,000
-12.5%
2090.0%0.00%
-33.3%
Q2 2020$8,000
-20.0%
2090.0%0.00%
-25.0%
Q1 2020$10,0000.0%2090.0%0.00%0.0%
Q4 2019$10,000
+11.1%
2090.0%0.00%
+33.3%
Q3 2019$9,0000.0%2090.0%0.00%0.0%
Q2 2019$9,000
-65.4%
209
-67.2%
0.00%
-75.0%
Q4 2018$26,000
-7.1%
6380.0%0.01%0.0%
Q3 2018$28,000
-17.6%
638
-19.6%
0.01%
-20.0%
Q2 2018$34,000
-32.0%
794
-24.7%
0.02%
-28.6%
Q1 2018$50,000
+4.2%
1,0540.0%0.02%
+10.5%
Q4 2017$48,000
+6.7%
1,0540.0%0.02%0.0%
Q3 2017$45,000
+9.8%
1,054
+5.1%
0.02%0.0%
Q2 2017$41,000
-74.1%
1,003
-74.0%
0.02%
-74.3%
Q1 2017$158,000
+1.9%
3,859
-7.1%
0.07%
-2.6%
Q4 2016$155,000
-4.3%
4,154
-3.6%
0.08%
-5.0%
Q3 2016$162,000
+5.2%
4,310
-0.7%
0.08%
+1.3%
Q2 2016$154,000
-3.1%
4,339
-5.1%
0.08%
-11.2%
Q1 2016$159,000
-11.7%
4,573
-18.2%
0.09%
-10.1%
Q4 2015$180,000
-43.8%
5,592
-41.0%
0.10%
-48.2%
Q3 2015$320,000
-25.4%
9,470
-4.2%
0.19%
-26.0%
Q2 2015$429,000
+0.7%
9,884
-1.3%
0.26%
-4.8%
Q1 2015$426,000
-10.1%
10,014
-10.9%
0.27%
-12.6%
Q4 2014$474,000
-7.2%
11,235
+5.1%
0.31%
-9.1%
Q3 2014$511,000
-3.9%
10,686
+4.2%
0.34%
-11.7%
Q2 2014$532,000
-31.8%
10,260
-35.4%
0.39%
-33.7%
Q1 2014$780,000
-65.4%
15,887
-64.1%
0.58%
-31.2%
Q4 2013$2,256,000
+49.7%
44,204
+51.7%
0.85%
-30.4%
Q3 2013$1,507,000
-18.5%
29,146
-23.8%
1.22%
-23.2%
Q2 2013$1,849,00038,2551.58%
Other shareholders
WISDOMTREE TR shareholders Q3 2013
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