Legacy Bridge, 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
Legacy Bridge, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$116,188
-2.1%
3,1000.0%0.08%
+5.1%
Q2 2023$118,637
+1.1%
3,1000.0%0.08%
-3.7%
Q1 2023$117,366
+6.2%
3,1000.0%0.08%
+3.8%
Q4 2022$110,484
+9.4%
3,1000.0%0.08%
-2.5%
Q3 2022$101,000
-12.2%
3,1000.0%0.08%
-4.7%
Q2 2022$115,000
-15.4%
3,1000.0%0.08%
+7.6%
Q1 2022$136,000
+1.5%
3,1000.0%0.08%
+12.9%
Q4 2021$134,000
-0.7%
3,1000.0%0.07%
-10.3%
Q3 2021$135,000
-4.9%
3,1000.0%0.08%
-2.5%
Q2 2021$142,000
+2.9%
3,1000.0%0.08%
-10.1%
Q1 2021$138,000
+7.8%
3,1000.0%0.09%
-4.3%
Q4 2020$128,000
+17.4%
3,1000.0%0.09%
-7.0%
Q3 2020$109,000
-2.7%
3,1000.0%0.10%
-18.7%
Q2 2020$112,000
+12.0%
3,1000.0%0.12%
-2.4%
Q1 2020$100,000
-58.5%
3,100
-41.2%
0.13%
-37.0%
Q4 2019$241,0005,2760.20%
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