BEACON FINANCIAL GROUP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 228 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$3,237,000
+40.2%
74,128
+53.1%
0.55%
+40.0%
Q2 2018$2,309,000
-32.6%
48,418
-32.4%
0.39%
-33.2%
Q1 2018$3,427,000
-29.2%
71,674
-32.9%
0.58%
-30.7%
Q4 2017$4,841,000
+6.9%
106,746
+1.3%
0.84%
+3.2%
Q3 2017$4,529,000
+3.7%
105,336
-2.3%
0.82%
-1.4%
Q2 2017$4,368,000
+0.2%
107,779
+1.8%
0.83%
-0.5%
Q1 2017$4,361,000
+10.9%
105,884
+0.5%
0.83%
+4.1%
Q4 2016$3,933,000
+0.4%
105,341
+0.6%
0.80%
-2.8%
Q3 2016$3,917,000
+9.5%
104,721
+2.8%
0.82%
+5.4%
Q2 2016$3,577,000
+0.9%
101,836
+0.5%
0.78%
+2.0%
Q1 2016$3,545,000
+80.2%
101,346
+63.1%
0.77%
+69.5%
Q4 2015$1,967,000
-8.6%
62,132
-4.9%
0.45%
-14.1%
Q3 2015$2,151,000
-84.4%
65,315
-79.8%
0.53%
-82.4%
Q2 2015$13,809,000
+5.4%
323,033
+5.4%
3.00%
+3.1%
Q1 2015$13,103,000
+14.5%
306,412
+13.8%
2.91%
+22.5%
Q4 2014$11,442,000
-26.6%
269,227
-17.5%
2.37%
-29.8%
Q3 2014$15,590,000
-5.3%
326,289
+3.2%
3.38%
-7.1%
Q2 2014$16,459,000
+12.0%
316,100
+4.5%
3.64%
+20.4%
Q1 2014$14,695,000302,4383.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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