M Holdings Securities, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$729,000
+248.8%
22,607
+374.1%
0.11%
+125.0%
Q1 2019$209,000
-6.7%
4,768
-8.3%
0.05%
-32.4%
Q3 2017$224,000
-14.2%
5,198
-18.5%
0.07%
-20.2%
Q2 2017$261,000
-15.0%
6,378
-15.1%
0.09%
-24.6%
Q1 2017$307,000
+29.5%
7,514
+18.4%
0.12%
+43.9%
Q4 2016$237,000
-5.2%
6,344
-4.8%
0.08%
-28.1%
Q3 2016$250,000
-14.4%
6,662
-19.1%
0.11%
-23.5%
Q2 2016$292,000
+3.2%
8,233
+1.3%
0.15%
-13.9%
Q1 2016$283,000
+14.1%
8,128
+3.7%
0.17%
+4.2%
Q4 2015$248,000
-10.8%
7,835
-5.8%
0.17%
-16.2%
Q3 2015$278,000
-19.0%
8,318
+5.3%
0.20%
-13.5%
Q2 2015$343,000
+1.8%
7,900
-0.4%
0.23%
+4.1%
Q1 2015$337,000
+2.7%
7,935
+2.1%
0.22%
+3.3%
Q4 2014$328,000
-7.6%
7,769
+4.5%
0.21%
+7.6%
Q3 2014$355,000
+1.4%
7,435
+10.2%
0.20%
-11.6%
Q2 2014$350,000
+42.9%
6,746
+34.9%
0.22%
-12.8%
Q1 2014$245,0004,9990.26%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders