Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$2,172,000
+12.7%
58,644
+33.1%
0.63%
+58.9%
Q1 2022$1,928,000
+335.2%
44,065
+330.7%
0.40%
+356.3%
Q4 2021$443,000
-62.2%
10,230
-61.9%
0.09%
-66.4%
Q3 2021$1,171,000
+17.9%
26,837
+20.8%
0.26%
+19.4%
Q2 2021$993,000
+1583.1%
22,221
+1558.3%
0.22%
+1450.0%
Q1 2021$59,0001,3400.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 388,968$14,578,5144.48%
Arden Trust Co 638,109$23,916,3313.98%
All Season Financial Advisors, Inc. 78,383$2,937,8112.97%
Sutton Wealth Advisors Inc. 140,211$5,255,1082.58%
Eagle Strategies LLC 207,354$7,771,6551.91%
FFG RETIREMENT ADVISORS LLC 57,343$2,149,2161.78%
Bridge Advisory, LLC 105,691$3,961,2831.39%
ASPIRIANT, LLC 599,766$22,479,2801.15%
INVENIO WEALTH PARTNERS LLC 31,994$1,199,1351.09%
Kades & Cheifetz LLC 35,565$1,332,9841.06%
View complete list of WISDOMTREE TR shareholders