Fort Point Capital Partners LLC - 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
Fort Point Capital Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,728,000
-11.3%
46,661
+4.8%
0.28%
+3.7%
Q1 2022$1,948,000
+27.2%
44,526
+25.9%
0.27%
+32.0%
Q4 2021$1,532,000
+455.1%
35,358
+459.7%
0.21%
+402.4%
Q3 2021$276,000
+29.0%
6,317
+34.5%
0.04%
+5.1%
Q2 2021$214,0004,6950.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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