JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$64,770
-1.7%
1,728
+0.3%
0.01%0.0%
Q2 2023$65,893
+1.3%
1,722
+0.2%
0.01%0.0%
Q1 2023$65,036
+6.3%
1,718
+0.1%
0.01%0.0%
Q4 2022$61,202
+9.3%
1,717
+0.1%
0.01%0.0%
Q3 2022$56,000
-39.1%
1,715
-30.9%
0.01%
-40.0%
Q2 2022$92,000
-14.8%
2,481
+0.8%
0.01%0.0%
Q1 2022$108,000
+1.9%
2,462
+0.4%
0.01%0.0%
Q4 2021$106,0000.0%2,453
+0.6%
0.01%
-9.1%
Q3 2021$106,000
-15.2%
2,438
-10.7%
0.01%
-42.1%
Q2 2021$125,000
+3.3%
2,730
+0.4%
0.02%
-24.0%
Q1 2021$121,000
-16.0%
2,718
-22.2%
0.02%
-16.7%
Q4 2020$144,000
+22.0%
3,492
+4.2%
0.03%
+7.1%
Q3 2020$118,000
-1.7%
3,352
+0.7%
0.03%
-9.7%
Q2 2020$120,000
+12.1%
3,328
+0.3%
0.03%
-3.1%
Q1 2020$107,000
-29.6%
3,3170.0%0.03%
-13.5%
Q4 2019$152,000
+12.6%
3,317
+1.2%
0.04%
+8.8%
Q3 2019$135,000
-6.9%
3,279
+1.0%
0.03%
-8.1%
Q2 2019$145,000
+1.4%
3,247
-0.5%
0.04%0.0%
Q1 2019$143,000
+9.2%
3,2640.0%0.04%
+5.7%
Q4 2018$131,000
+1.6%
3,264
+10.4%
0.04%
+6.1%
Q3 2018$129,000
+1.6%
2,9560.0%0.03%0.0%
Q2 2018$127,000
-9.9%
2,956
+0.3%
0.03%
-10.8%
Q1 2018$141,000
+6.0%
2,948
+0.2%
0.04%
+12.1%
Q4 2017$133,000
-21.8%
2,943
-25.4%
0.03%
-25.0%
Q3 2017$170,000
-22.4%
3,946
-26.1%
0.04%
-26.7%
Q2 2017$219,000
-66.9%
5,338
-69.9%
0.06%
-66.5%
Q1 2017$662,0000.0%17,7350.0%0.18%0.0%
Q4 2016$662,000
-39.8%
17,735
-39.4%
0.18%
-43.0%
Q3 2016$1,099,000
-22.4%
29,260
-26.8%
0.31%
-19.7%
Q2 2016$1,416,000
-14.4%
39,982
-15.9%
0.39%
-19.9%
Q1 2016$1,655,000
+10.9%
47,517
+0.8%
0.49%
+13.5%
Q4 2015$1,492,000
-8.1%
47,158
-2.8%
0.43%
-39.9%
Q3 2015$1,624,000
-20.5%
48,498
+3.1%
0.72%
-31.8%
Q2 2015$2,044,000
+0.0%
47,057
-2.1%
1.05%
+9.5%
Q1 2015$2,043,000
+7.0%
48,064
+6.2%
0.96%
+216.2%
Q4 2014$1,909,000
-9.3%
45,278
+2.8%
0.30%
-17.7%
Q3 2014$2,105,000
-13.1%
44,056
-5.7%
0.37%
-16.9%
Q2 2014$2,421,000
-99.9%
46,703
-26.4%
0.44%
-74.3%
Q1 2014$3,115,152,000
+70795.6%
63,484
-26.3%
1.73%
-9.8%
Q4 2013$4,394,000
+2.8%
86,102
+4.2%
1.91%
-4.1%
Q3 2013$4,273,000
-99.9%
82,664
+14.3%
2.00%
+13.7%
Q2 2013$3,495,904,00072,3341.76%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders