Advisory Services Network, LLC - 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
Advisory Services Network, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$31,499
+66.1%
832
+56.4%
0.00%0.0%
Q4 2022$18,961
-29.8%
532
-11.3%
0.00%0.0%
Q2 2021$27,000
+575.0%
600
+421.7%
0.00%
Q3 2020$4,000
-91.3%
115
-91.8%
0.00%
-100.0%
Q1 2020$46,000
-29.2%
1,4110.0%0.00%0.0%
Q4 2019$65,000
+1525.0%
1,411
+1311.0%
0.00%
Q3 2019$4,0000.0%1000.0%0.00%
Q2 2019$4,0000.0%1000.0%0.00%
Q1 2019$4,0000.0%1000.0%0.00%
Q4 2018$4,0000.0%1000.0%0.00%
Q3 2018$4,0000.0%1000.0%0.00%
Q2 2018$4,000
-60.0%
100
-52.4%
0.00%
-100.0%
Q1 2018$10,0000.0%2100.0%0.00%0.0%
Q4 2017$10,000
+11.1%
2100.0%0.00%0.0%
Q3 2017$9,000
+125.0%
210
+98.1%
0.00%0.0%
Q2 2017$4,0000.0%106
+6.0%
0.00%0.0%
Q1 2017$4,0000.0%1000.0%0.00%0.0%
Q3 2016$4,0000.0%1000.0%0.00%0.0%
Q2 2016$4,000
+33.3%
1000.0%0.00%0.0%
Q1 2016$3,000
-66.7%
100
-65.0%
0.00%
-66.7%
Q4 2015$9,000
-10.0%
286
+0.4%
0.00%0.0%
Q3 2015$10,000
-52.4%
285
-41.0%
0.00%
-50.0%
Q2 2015$21,000
+600.0%
483
+732.8%
0.01%
+500.0%
Q1 2015$3,000
+50.0%
580.0%0.00%0.0%
Q4 2014$2,000
-33.3%
58
+5.5%
0.00%
-50.0%
Q4 2013$3,000550.00%
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