TRUSTCORE FINANCIAL SERVICES, 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
TRUSTCORE FINANCIAL SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$317,755
+9.6%
8,916
+0.1%
0.03%0.0%
Q3 2022$290,000
-11.9%
8,903
+0.2%
0.03%
-9.7%
Q2 2022$329,000
-16.7%
8,883
-1.5%
0.03%
-8.8%
Q1 2022$395,000
+29.1%
9,016
+27.7%
0.03%
-2.9%
Q4 2021$306,000
-23.7%
7,061
-23.1%
0.04%
-10.3%
Q3 2021$401,000
-5.9%
9,181
-1.5%
0.04%
-13.3%
Q2 2021$426,000
-1.6%
9,317
-4.5%
0.04%
-10.0%
Q1 2021$433,000
-12.0%
9,751
-18.5%
0.05%
-20.6%
Q4 2020$492,000
+10.8%
11,960
-5.1%
0.06%
-6.0%
Q3 2020$444,000
-13.6%
12,597
-11.4%
0.07%
-24.7%
Q2 2020$514,000
-7.9%
14,215
-17.8%
0.09%
-29.4%
Q1 2020$558,000
-36.9%
17,296
-10.6%
0.13%
-24.6%
Q4 2019$885,000
+10.2%
19,346
-0.5%
0.17%
-2.9%
Q3 2019$803,000
-19.3%
19,441
-12.8%
0.17%
-22.9%
Q2 2019$995,000
-2.1%
22,290
-3.8%
0.22%
-20.6%
Q1 2019$1,016,000
+5.0%
23,165
-3.9%
0.28%
-47.6%
Q4 2018$968,000
-21.5%
24,109
-14.6%
0.54%
+38.9%
Q3 2018$1,233,000
-55.1%
28,231
-55.9%
0.39%
-60.3%
Q2 2018$2,746,000
-13.2%
64,047
-3.2%
0.97%
-18.9%
Q1 2018$3,163,000
+9.4%
66,146
+3.8%
1.20%
+6.2%
Q4 2017$2,890,00063,7161.13%
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