Anchor Investment Management, 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
Anchor Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$10,170
+8.5%
2500.0%0.00%0.0%
Q3 2023$9,370
-2.1%
2500.0%0.00%0.0%
Q2 2023$9,568
+1.1%
2500.0%0.00%0.0%
Q1 2023$9,465
+6.2%
2500.0%0.00%0.0%
Q4 2022$8,910
-63.3%
250
-66.5%
0.00%
-75.0%
Q3 2022$24,276
-9.7%
746
+2.8%
0.00%0.0%
Q2 2022$26,890
-14.3%
726
+1.3%
0.00%0.0%
Q1 2022$31,392
+1.5%
717
+0.4%
0.00%0.0%
Q4 2021$30,913
+0.2%
714
+1.0%
0.00%0.0%
Q3 2021$30,836
-3.2%
707
+1.3%
0.00%0.0%
Q2 2021$31,866
+1610.5%
698
+1561.9%
0.00%
Q1 2021$1,863
-38.0%
42
-42.5%
0.00%
-100.0%
Q4 2020$3,003
+16.7%
730.0%0.00%0.0%
Q3 2020$2,573
-37.5%
73
-36.0%
0.00%0.0%
Q2 2020$4,119
-57.4%
114
-62.0%
0.00%
-50.0%
Q1 2020$9,675
-29.5%
3000.0%0.00%
-33.3%
Q4 2019$13,731
-16.9%
300
-25.0%
0.00%
-25.0%
Q3 2019$16,524
-47.1%
400
-42.9%
0.00%
-42.9%
Q2 2019$31,262
-24.9%
700
-26.3%
0.01%
-30.0%
Q1 2019$41,648
+9.2%
9500.0%0.01%
-9.1%
Q4 2018$38,143
-20.6%
950
-13.6%
0.01%0.0%
Q3 2018$48,037
+1.9%
1,1000.0%0.01%
-8.3%
Q2 2018$47,157
-10.4%
1,1000.0%0.01%
-14.3%
Q1 2018$52,602
+5.4%
1,1000.0%0.01%
+7.7%
Q4 2017$49,885
+5.5%
1,1000.0%0.01%
-7.1%
Q3 2017$47,300
+4.9%
1,1000.0%0.01%
-6.7%
Q2 2017$45,089
+0.3%
1,1000.0%0.02%0.0%
Q1 2017$44,935
+9.4%
1,1000.0%0.02%0.0%
Q4 2016$41,074
-14.9%
1,100
-14.4%
0.02%
-21.1%
Q3 2016$48,277
+6.1%
1,2850.0%0.02%
+5.6%
Q2 2016$45,515
+12.2%
1,285
+10.3%
0.02%
+5.9%
Q1 2016$40,5771,1650.02%
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