Mascoma Wealth Management 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 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$2,219
+7.4%
580.0%0.00%0.0%
Q4 2022$2,067
+3.4%
580.0%0.00%0.0%
Q3 2022$2,0000.0%580.0%0.00%0.0%
Q2 2022$2,000
-33.3%
580.0%0.00%0.0%
Q1 2022$3,0000.0%580.0%0.00%0.0%
Q4 2021$3,0000.0%580.0%0.00%0.0%
Q3 2021$3,0000.0%580.0%0.00%0.0%
Q1 2021$3,000580.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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