Mosaic Family Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 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 Q1 2019
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders