Capital Asset Advisory Services LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 1.80 and the average weighting 0.2%.

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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$35,000–809–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders