Private Capital Group, 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
Private Capital Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$36,000
-64.0%
817
-64.7%
0.01%
-61.9%
Q4 2021$100,000
-23.1%
2,315
-22.1%
0.02%
-27.6%
Q3 2021$130,000
-4.4%
2,972
+0.2%
0.03%
-6.5%
Q2 2021$136,000
+3.8%
2,967
+0.1%
0.03%
-6.1%
Q1 2021$131,000
+40.9%
2,964
+30.6%
0.03%
+94.1%
Q4 2020$93,000
+16.2%
2,269
+0.0%
0.02%0.0%
Q3 2020$80,000
-5.9%
2,268
-3.7%
0.02%
-5.6%
Q2 2020$85,000
+11.8%
2,354
+0.1%
0.02%
-10.0%
Q1 2020$76,000
-29.0%
2,352
+0.0%
0.02%
-13.0%
Q4 2019$107,000
+10.3%
2,351
+0.7%
0.02%
+35.3%
Q3 2019$97,000
-3.0%
2,335
+0.5%
0.02%
-26.1%
Q2 2019$100,000
-2.0%
2,323
-0.2%
0.02%
+21.1%
Q1 2019$102,000
+9.7%
2,3280.0%0.02%
-5.0%
Q4 2018$93,000
-7.9%
2,328
+0.0%
0.02%0.0%
Q3 2018$101,000
+2.0%
2,327
+0.2%
0.02%
-4.8%
Q2 2018$99,000
-11.6%
2,322
-0.9%
0.02%
-16.0%
Q1 2018$112,000
+5.7%
2,343
+552.6%
0.02%0.0%
Q4 2017$106,0003590.02%
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