TCI Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$2,000
-89.5%
50
-89.1%
0.00%
-100.0%
Q3 2019$19,000
-72.1%
460
-70.5%
0.01%
-73.3%
Q1 2019$68,000
+423.1%
1,558
+470.7%
0.03%
+275.0%
Q3 2014$13,000
-7.1%
2730.0%0.01%0.0%
Q2 2014$14,000
+180.0%
273
+173.0%
0.01%
+100.0%
Q3 2013$5,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders