Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$604,000
+177.1%
6,505
-5.9%
0.05%
+138.1%
Q2 2020$218,000
-67.1%
6,916
-54.4%
0.02%
-71.6%
Q3 2018$663,000
-36.1%
15,158
-37.7%
0.07%
-41.3%
Q2 2018$1,037,000
-11.5%
24,314
-0.8%
0.13%
-17.1%
Q1 2018$1,172,000
-24.1%
24,505
-28.0%
0.15%
-28.0%
Q4 2017$1,544,00034,0440.21%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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