MPS Loria Financial Planners, 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
MPS Loria Financial Planners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$11,000
+10.0%
2490.0%0.01%
+25.0%
Q4 2020$10,000
+66.7%
249
+40.7%
0.00%
+33.3%
Q3 2020$6,0000.0%177
+2.9%
0.00%0.0%
Q2 2020$6,000
-73.9%
172
-68.8%
0.00%
-80.0%
Q2 2017$23,0005520.02%
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