Graves Light Lenhart Wealth, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$77,000
-14.4%
2,072
+0.6%
0.01%
-7.7%
Q1 2022$90,000
+1.1%
2,059
+0.3%
0.01%0.0%
Q4 2021$89,0000.0%2,053
+0.5%
0.01%
-7.1%
Q3 2021$89,000
-4.3%
2,043
+0.7%
0.01%
-6.7%
Q2 2021$93,000
+3.3%
2,029
+0.4%
0.02%0.0%
Q1 2021$90,000
+8.4%
2,021
+0.1%
0.02%0.0%
Q4 2020$83,0002,0190.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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