NORTHSTAR WEALTH PARTNERS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
NORTHSTAR WEALTH PARTNERS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$1,797,000
-34.0%
51,005
-32.3%
0.84%
-26.3%
Q2 2020$2,722,000
+6.8%
75,360
-4.6%
1.14%
-12.2%
Q1 2020$2,548,000
-38.2%
79,013
-12.3%
1.30%
-23.3%
Q4 2019$4,123,000
+11.2%
90,090
+0.3%
1.69%
+3.7%
Q3 2019$3,709,000
-2.8%
89,785
+5.1%
1.63%
-4.1%
Q2 2019$3,814,000
+8.7%
85,396
+6.7%
1.70%
+5.7%
Q1 2019$3,509,000
+15.3%
80,048
+5.6%
1.61%
+0.7%
Q4 2018$3,043,000
-1.7%
75,783
+6.9%
1.60%
+7.6%
Q3 2018$3,095,000
+18.6%
70,882
+16.4%
1.48%
+13.6%
Q2 2018$2,610,000
-13.4%
60,887
-3.4%
1.31%
-15.2%
Q1 2018$3,013,000
+479.4%
63,011
+468.1%
1.54%
+233.3%
Q4 2017$520,000
+12.3%
11,091
+3.8%
0.46%
+2.2%
Q3 2017$463,000
-14.9%
10,685
-20.0%
0.45%
-9.1%
Q2 2017$544,000
+6.9%
13,360
+7.7%
0.50%
+5.1%
Q1 2017$509,00012,4090.47%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders