SignalPoint Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.

Quarter-by-quarter ownership
SignalPoint Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$356,000
+9.5%
8,643
-6.2%
0.14%0.0%
Q3 2020$325,000
-2.7%
9,213
-0.3%
0.14%
-10.0%
Q2 2020$334,000
+10.2%
9,243
-1.7%
0.15%
-5.7%
Q1 2020$303,000
-26.1%
9,403
+5.1%
0.16%
-7.6%
Q4 2019$410,000
+11.4%
8,948
+0.5%
0.17%
+4.9%
Q3 2019$368,000
-7.3%
8,903
+0.2%
0.16%
-13.2%
Q2 2019$397,000
-29.2%
8,889
-30.5%
0.19%
-22.9%
Q1 2019$561,000
+9.6%
12,784
+0.2%
0.24%
-0.8%
Q4 2018$512,000
-2.3%
12,758
+6.2%
0.25%
+5.6%
Q3 2018$524,000
+2.9%
12,009
+1.1%
0.23%
-3.3%
Q2 2018$509,000
-9.9%
11,874
+0.6%
0.24%
-10.7%
Q1 2018$565,000
-48.0%
11,807
-50.7%
0.27%
-8.4%
Q4 2017$1,086,000
+112.1%
23,942
+100.8%
0.30%
+14.3%
Q3 2017$512,000
-44.8%
11,925
-47.3%
0.26%
+1.6%
Q2 2017$928,000
+0.5%
22,645
+0.2%
0.26%
-0.8%
Q1 2017$923,000
+15.5%
22,605
+5.7%
0.26%
+24.8%
Q4 2016$799,000
-0.7%
21,388
-0.2%
0.21%
-3.7%
Q3 2016$805,000
+92.6%
21,431
+81.7%
0.21%
+23.0%
Q2 2016$418,000
-5.6%
11,794
-7.3%
0.17%
-8.4%
Q1 2016$443,000
+13.3%
12,727
+3.0%
0.19%
+11.1%
Q4 2015$391,000
-12.7%
12,354
-7.7%
0.17%
-15.3%
Q3 2015$448,000
-21.3%
13,381
-0.1%
0.20%
-14.4%
Q2 2015$569,0000.0%13,4000.0%0.24%0.0%
Q1 2015$569,000
+34.2%
13,400
+33.2%
0.24%
+23.6%
Q4 2014$424,000
+15.8%
10,062
+31.5%
0.19%
+7.9%
Q3 2014$366,000
+5.2%
7,650
+14.0%
0.18%
+14.2%
Q2 2014$348,000
-5.7%
6,709
-10.8%
0.16%
-9.9%
Q1 2014$369,000
+11.5%
7,522
+16.1%
0.17%
+14.7%
Q4 2013$331,000
+7.1%
6,478
+8.3%
0.15%
-23.5%
Q3 2013$309,000
-47.9%
5,979
-51.3%
0.20%
-59.2%
Q2 2013$593,00012,2690.48%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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