Freedom Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$342,000
+1.8%
8,321
-12.8%
0.04%
+2.7%
Q3 2020$336,000
-16.0%
9,543
-13.9%
0.04%
-15.9%
Q2 2020$400,000
-11.1%
11,083
+5.7%
0.04%
+10.0%
Q1 2020$450,000
+95.7%
10,482
+85.9%
0.04%
+207.7%
Q1 2017$230,000
+13.9%
5,638
+4.9%
0.01%0.0%
Q3 2016$202,000
+0.5%
5,376
-6.6%
0.01%
-13.3%
Q1 2016$201,000
-5.2%
5,758
+49.4%
0.02%
-78.9%
Q1 2013$212,0003,8540.07%
Other shareholders
WISDOMTREE TR shareholders Q1 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