WEALTHSOURCE PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$578,000
-27.8%
16,414
-26.0%
0.08%
-33.0%
Q2 2020$801,000
+13.8%
22,181
+1.6%
0.12%
+3.6%
Q1 2020$704,000
+159.8%
21,837
+229.5%
0.11%
+146.7%
Q1 2018$271,0000.0%6,6280.0%0.04%
-55.0%
Q1 2017$271,000
+9.7%
6,628
+0.1%
0.10%
-3.8%
Q4 2016$247,000
+0.8%
6,624
+1.6%
0.10%
+16.9%
Q3 2016$245,000
-14.0%
6,521
-18.9%
0.09%
-16.0%
Q2 2016$285,0008,0380.11%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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