Chicago Partners Investment Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$247,000
+11.8%
5,283
+4.8%
0.02%
+20.0%
Q3 2021$221,000
-47.9%
5,043
-46.6%
0.02%
-6.2%
Q2 2021$424,000
+94.5%
9,442
+97.5%
0.02%
-11.1%
Q1 2021$218,000
+7.9%
4,781
+0.1%
0.02%
-5.3%
Q4 2020$202,000
+6633.3%
4,777
+5871.2%
0.02%
Q3 2018$3,000
-97.1%
80
-96.7%
0.00%
-100.0%
Q2 2018$104,000
-9.6%
2,4150.0%0.02%
-20.0%
Q1 2018$115,000
+4.5%
2,4150.0%0.02%
+11.1%
Q4 2017$110,000
+8.9%
2,415
+2.3%
0.02%
+5.9%
Q3 2017$101,000
-45.4%
2,360
-50.0%
0.02%
-64.6%
Q2 2017$185,000
+1323.1%
4,720
+1403.2%
0.05%
+1100.0%
Q1 2017$13,000
+8.3%
3140.0%0.00%0.0%
Q4 2016$12,0000.0%3140.0%0.00%
-20.0%
Q3 2016$12,000
+9.1%
3140.0%0.01%0.0%
Q2 2016$11,0000.0%3140.0%0.01%
-16.7%
Q1 2016$11,000
-88.4%
314
-89.5%
0.01%
-86.7%
Q4 2015$95,000
+763.6%
3,001
+855.7%
0.04%
+650.0%
Q3 2015$11,000
-59.3%
314
-50.2%
0.01%
-50.0%
Q2 2015$27,000
+107.7%
631
+99.1%
0.01%
+100.0%
Q1 2015$13,0000.0%317
+1.0%
0.01%0.0%
Q4 2014$13,0003140.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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