Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$9,740
-3.0%
259,864
-0.9%
0.54%
-2.9%
Q2 2023$10,040
-1.0%
262,351
-2.0%
0.56%
-3.8%
Q1 2023$10,140
+37.0%
267,839
+29.0%
0.58%
+28.3%
Q4 2022$7,399
-99.9%
207,590
-0.9%
0.45%
-3.6%
Q3 2022$6,813,000
-10.2%
209,442
+2.3%
0.47%
-11.0%
Q2 2022$7,583,000
+321.0%
204,779
+397.5%
0.53%
+362.3%
Q1 2022$1,801,000
+4639.5%
41,160
+4647.4%
0.11%
+3700.0%
Q1 2021$38,000
+2.7%
867
+8.4%
0.00%
-25.0%
Q4 2019$37,000
+12.1%
8000.0%0.00%
+33.3%
Q3 2019$33,000
-8.3%
8000.0%0.00%
-25.0%
Q2 2019$36,000
+2.9%
8000.0%0.00%0.0%
Q1 2019$35,000
+9.4%
8000.0%0.00%0.0%
Q4 2018$32,000
-99.4%
800
+497.0%
0.00%
+300.0%
Q1 2017$5,511,000
+11.9%
134
+2.3%
0.00%0.0%
Q3 2016$4,927,000
+8.7%
131
+0.8%
0.00%0.0%
Q1 2016$4,532,0001300.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders