ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$176,000
-15.0%
4,742
+0.1%
0.04%
-7.7%
Q1 2022$207,000
-34.1%
4,736
-34.6%
0.04%
-13.3%
Q4 2021$314,000
-2.5%
7,237
-1.9%
0.04%
+7.1%
Q3 2021$322,000
-7.5%
7,374
-3.1%
0.04%
-4.5%
Q2 2021$348,000
-39.1%
7,612
-40.8%
0.04%
-42.1%
Q1 2021$571,000
-5.0%
12,863
-11.9%
0.08%
-8.4%
Q4 2020$601,000
+14.9%
14,603
-1.6%
0.08%
+5.1%
Q3 2020$523,000
-22.9%
14,834
-20.9%
0.08%
-28.8%
Q2 2020$678,000
-68.8%
18,758
-72.2%
0.11%
-72.6%
Q1 2020$2,176,000
-33.6%
67,469
-5.7%
0.40%
-16.8%
Q4 2019$3,276,000
-9.4%
71,579
-18.2%
0.49%
-8.8%
Q3 2019$3,616,000
-6.6%
87,524
+1.0%
0.53%
+2.7%
Q2 2019$3,871,00086,6860.52%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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