Graves Light Lenhart Wealth, Inc. - 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
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 Q2 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders