Mosaic Family Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$73,000
+9.0%
1,6640.0%0.03%
+3.6%
Q4 2018$67,000
-1.5%
1,6640.0%0.03%0.0%
Q3 2018$68,000
-4.2%
1,6640.0%0.03%
+3.7%
Q2 2018$71,000
-11.2%
1,6640.0%0.03%
-10.0%
Q1 2018$80,000
-9.1%
1,664
-13.8%
0.03%
-6.2%
Q4 2017$88,000
+22.2%
1,930
+16.0%
0.03%
+14.3%
Q3 2017$72,000
+5.9%
1,6640.0%0.03%0.0%
Q2 2017$68,0000.0%1,6640.0%0.03%
-3.4%
Q1 2017$68,000
+9.7%
1,6640.0%0.03%0.0%
Q4 2016$62,000
-1.6%
1,6640.0%0.03%0.0%
Q3 2016$63,000
+14.5%
1,664
+8.8%
0.03%
+7.4%
Q2 2016$55,0000.0%1,530
-4.6%
0.03%
+3.8%
Q1 2016$55,000
-14.1%
1,603
-21.0%
0.03%
-10.3%
Q4 2015$64,0002,0300.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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