Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$200,972
-9.1%
5,328
-5.2%
0.01%
-6.7%
Q2 2023$220,978
+0.4%
5,620
-3.4%
0.02%
-6.2%
Q1 2023$220,156
+0.3%
5,815
-5.6%
0.02%
-11.1%
Q4 2022$219,471
+527.1%
6,158
+661.2%
0.02%
+125.0%
Q4 2019$35,0008090.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Progeny 3, Inc. 617,300$29,772,00017.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 413,080$19,964,00014.36%
Accredited Investors Inc. 688,100$33,256,00013.13%
Smith & Howard Wealth Management, LLC 376,141$18,179,00011.65%
Financial Management Professionals, Inc. 254,798$12,314,0009.06%
Savant Capital, LLC 322,640$15,593,0009.05%
EXCELSIA, INC. 147,853$7,146,0006.98%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 128,387$6,205,0005.40%
Crestwood Advisors Group, LLC 564,859$27,300,0005.05%
Highmount Capital, LLC 371,213$17,940,0004.71%
View complete list of WISDOMTREE TR shareholders