WEALTHSOURCE PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 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 Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders