Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 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 Q2 2022
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