GM Advisory Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
GM Advisory Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$304,000
-22.8%
7,019
-22.3%
0.03%
-32.5%
Q3 2021$394,000
-3.2%
9,039
+1.5%
0.04%
-4.8%
Q2 2021$407,000
+1.8%
8,907
-1.3%
0.04%
-12.5%
Q1 2021$400,000
+3.9%
9,026
-3.7%
0.05%
-7.7%
Q4 2020$385,000
+48.1%
9,370
+30.3%
0.05%
+8.3%
Q2 2020$260,000
+16.6%
7,192
+4.0%
0.05%
-21.3%
Q1 2020$223,000
-97.1%
6,917
-95.9%
0.06%
-97.4%
Q4 2019$7,726,000
+10.6%
168,800
-0.2%
2.39%
+10.1%
Q3 2019$6,987,000
-9.3%
169,148
-2.0%
2.17%
-10.2%
Q2 2019$7,706,000
+2.4%
172,542
+0.5%
2.42%
-2.1%
Q1 2019$7,526,000
-10.5%
171,676
-18.0%
2.47%
-20.9%
Q4 2018$8,406,000
-7.4%
209,375
+0.7%
3.13%
+9.9%
Q3 2018$9,079,000
+1.9%
207,910
+0.1%
2.85%
+7.6%
Q2 2018$8,908,000
-11.3%
207,793
-1.1%
2.65%
-12.7%
Q1 2018$10,043,000
+1.5%
210,015
-3.7%
3.03%
+12.6%
Q4 2017$9,895,000
+8.5%
218,184
+2.9%
2.69%
-3.0%
Q3 2017$9,117,000
+6.5%
212,027
+1.5%
2.78%
+3.0%
Q2 2017$8,562,000
+5.7%
208,878
+5.3%
2.70%
-2.7%
Q1 2017$8,102,000
+22.1%
198,343
+11.6%
2.77%
+19.4%
Q4 2016$6,637,000
-1.3%
177,755
-0.7%
2.32%
-7.2%
Q3 2016$6,724,000
+10.3%
178,976
+4.0%
2.50%
+9.2%
Q2 2016$6,096,000
+4.8%
172,106
+5.3%
2.29%
-8.5%
Q1 2016$5,819,000
+2087.6%
163,461
+2994.1%
2.50%
+1114.6%
Q1 2014$266,000
-5.7%
5,283
-4.4%
0.21%
-29.0%
Q4 2013$282,0005,5280.29%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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