RVW Wealth, 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
RVW Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$67,651
-73.7%
1,805
-77.3%
0.01%
-86.7%
Q1 2020$257,000
-80.9%
7,954
-73.0%
0.06%
-79.7%
Q4 2019$1,348,000
+10.4%
29,455
-0.3%
0.30%
+1.7%
Q3 2019$1,221,00029,5450.29%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Progeny 3, Inc. 617,300$29,772,00017.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 413,080$19,964,00014.36%
Accredited Investors Inc. 688,100$33,256,00013.13%
Smith & Howard Wealth Management, LLC 376,141$18,179,00011.65%
Financial Management Professionals, Inc. 254,798$12,314,0009.06%
Savant Capital, LLC 322,640$15,593,0009.05%
EXCELSIA, INC. 147,853$7,146,0006.98%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 128,387$6,205,0005.40%
Crestwood Advisors Group, LLC 564,859$27,300,0005.05%
Highmount Capital, LLC 371,213$17,940,0004.71%
View complete list of WISDOMTREE TR shareholders