Klingman & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$390,992
-2.1%
10,4320.0%0.03%0.0%
Q2 2023$399,233
+15.5%
10,432
+14.3%
0.03%
+6.7%
Q1 2023$345,662
+6.2%
9,1300.0%0.03%
+3.4%
Q4 2022$325,393
+1.7%
9,130
-7.1%
0.03%
-6.5%
Q3 2022$320,000
-12.1%
9,8300.0%0.03%
-13.9%
Q2 2022$364,000
-15.3%
9,8300.0%0.04%
-2.7%
Q1 2022$430,000
-0.9%
9,830
-1.8%
0.04%0.0%
Q4 2021$434,000
-0.7%
10,0100.0%0.04%
-9.8%
Q3 2021$437,000
-4.4%
10,0100.0%0.04%
-6.8%
Q2 2021$457,000
+2.9%
10,0100.0%0.04%
-4.3%
Q1 2021$444,000
+1.4%
10,010
-6.0%
0.05%
-9.8%
Q4 2020$438,000
+15.6%
10,650
-0.9%
0.05%0.0%
Q3 2020$379,000
-3.1%
10,750
-0.8%
0.05%
-15.0%
Q2 2020$391,000
+8.0%
10,835
-3.5%
0.06%
-18.9%
Q1 2020$362,000
-27.0%
11,226
+3.5%
0.07%
-8.6%
Q4 2019$496,000
+6.9%
10,842
-3.4%
0.08%
-2.4%
Q3 2019$464,000
-11.6%
11,225
-4.5%
0.08%
-15.3%
Q2 2019$525,000
-9.6%
11,755
-11.3%
0.10%
-13.3%
Q1 2019$581,000
+11.7%
13,255
+2.3%
0.11%
-3.4%
Q4 2018$520,000
-8.1%
12,9550.0%0.12%
+0.9%
Q3 2018$566,000
+1.1%
12,955
-0.8%
0.12%
-4.1%
Q2 2018$560,000
-16.0%
13,055
-6.4%
0.12%
-19.3%
Q1 2018$667,000
+10.1%
13,955
+4.5%
0.15%
+13.6%
Q4 2017$606,000
-11.3%
13,355
-15.9%
0.13%
-21.4%
Q3 2017$683,000
-33.8%
15,878
-37.0%
0.17%
-38.9%
Q2 2017$1,032,000
+0.4%
25,188
+0.1%
0.28%
-3.5%
Q1 2017$1,028,000
+9.2%
25,165
-0.2%
0.28%
-0.3%
Q4 2016$941,000
+7.9%
25,205
+8.6%
0.29%
+8.7%
Q3 2016$872,000
+5.8%
23,205
-0.2%
0.26%
-1.5%
Q2 2016$824,000
+5.2%
23,255
+3.4%
0.27%
-5.0%
Q1 2016$783,000
+9.1%
22,491
-0.9%
0.28%
+4.9%
Q4 2015$718,000
-29.5%
22,686
-25.5%
0.27%
-33.0%
Q3 2015$1,019,000
-21.9%
30,451
+1.3%
0.40%
-22.0%
Q2 2015$1,305,000
+5.3%
30,051
+3.1%
0.51%
+0.8%
Q1 2015$1,239,000
+11.1%
29,161
+10.2%
0.51%
+9.9%
Q4 2014$1,115,00026,4610.46%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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