Elwood & Goetz Wealth Advisory Group, LLC - 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
Elwood & Goetz Wealth Advisory Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$242,226
-4.6%
6,463
-2.6%
0.06%
-3.4%
Q2 2023$253,843
-4.4%
6,633
-5.4%
0.06%
-7.9%
Q1 2023$265,537
-4.5%
7,014
-10.1%
0.06%
-25.9%
Q4 2022$278,103
-27.4%
7,803
-33.7%
0.08%
-34.1%
Q3 2022$383,000
-20.0%
11,761
-9.1%
0.13%
-19.4%
Q2 2022$479,000
-50.7%
12,945
-41.6%
0.16%
-46.8%
Q1 2022$971,000
+72.8%
22,179
+70.8%
0.30%
+72.0%
Q4 2021$562,000
-0.4%
12,983
+0.4%
0.18%
-10.3%
Q3 2021$564,000
-6.3%
12,934
-1.8%
0.20%
-13.7%
Q2 2021$602,000
+1.7%
13,174
-1.3%
0.23%
-8.1%
Q1 2021$592,000
-7.4%
13,353
-14.0%
0.25%
-15.8%
Q4 2020$639,000
-13.6%
15,531
-26.1%
0.29%
-26.8%
Q3 2020$740,000
-77.3%
21,004
-76.7%
0.40%
-80.0%
Q2 2020$3,263,000
+18.2%
90,303
+5.5%
1.99%
-3.4%
Q1 2020$2,761,000
-26.2%
85,602
+4.7%
2.06%
-23.3%
Q4 2019$3,743,000
+16.6%
81,782
+5.2%
2.69%
+5.7%
Q3 2019$3,211,000
-1.7%
77,738
+6.3%
2.54%
-9.2%
Q2 2019$3,265,000
+6.1%
73,098
+4.1%
2.80%
-1.1%
Q1 2019$3,078,000
+30.4%
70,208
+19.4%
2.83%
+13.2%
Q4 2018$2,361,00058,8012.50%
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