WealthPLAN Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$1,644,611
+2.8%
40,428
-5.3%
0.17%
-9.1%
Q3 2023$1,599,497
-6.4%
42,676
-4.5%
0.19%
-23.1%
Q2 2023$1,709,712
-2.1%
44,675
-3.2%
0.24%
+21.6%
Q1 2023$1,746,974
-0.6%
46,143
-0.3%
0.20%
+61.8%
Q4 2022$1,758,102
-0.6%
46,278
+6.8%
0.12%0.0%
Q1 2022$1,768,000
-9.0%
43,336
+0.7%
0.12%
-3.9%
Q4 2021$1,942,000
+3.5%
43,041
+0.3%
0.13%
+2.4%
Q3 2021$1,876,000
+1.5%
42,919
+4.8%
0.12%
-3.8%
Q2 2021$1,849,000
-2.4%
40,970
-3.1%
0.13%
-11.6%
Q1 2021$1,895,000
-0.8%
42,294
-7.5%
0.15%
-9.3%
Q4 2020$1,910,000
+8.5%
45,734
-0.8%
0.16%
-5.8%
Q3 2020$1,761,000
-1.4%
46,086
-0.4%
0.17%
-7.0%
Q2 2020$1,786,000
+13.0%
46,282
+0.7%
0.18%
-9.8%
Q1 2020$1,580,000
-18.6%
45,965
+4.8%
0.20%
-10.5%
Q4 2019$1,942,000
+1.1%
43,867
-1.2%
0.23%
-12.6%
Q3 2019$1,920,000
+7.9%
44,385
+3.7%
0.26%
-2.2%
Q2 2019$1,780,000
-3.8%
42,784
-1.8%
0.27%
-7.3%
Q1 2019$1,851,000
+0.4%
43,570
+2.0%
0.29%
-2.7%
Q4 2018$1,844,000
+8.2%
42,695
+1.5%
0.30%
-4.5%
Q3 2018$1,705,000
-22.6%
42,072
-18.2%
0.31%
-31.2%
Q2 2018$2,204,000
-5.0%
51,416
+5.9%
0.45%
-11.2%
Q1 2018$2,321,000
+113.9%
48,549
+102.8%
0.51%
+75.5%
Q4 2017$1,085,000
+27025.0%
23,940
+23840.0%
0.29%
Q2 2016$4,000
-33.3%
100
-50.0%
0.00%
Q4 2015$6,000
-50.0%
200
-27.3%
0.00%
-100.0%
Q2 2015$12,000
+71.4%
275
+57.1%
0.01%
+66.7%
Q1 2015$7,0001750.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders