Old North State Trust, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$109
+6.9%
2,8720.0%0.08%
+11.9%
Q4 2022$102
-99.9%
2,8720.0%0.07%
-16.2%
Q3 2022$93,000
-25.0%
2,8720.0%0.08%
-10.1%
Q4 2021$124,000
-0.8%
2,8720.0%0.09%
-19.8%
Q3 2021$125,000
-4.6%
2,8720.0%0.11%
+12.1%
Q2 2021$131,000
+3.1%
2,8720.0%0.10%
-1.0%
Q1 2021$127,000
+7.6%
2,8720.0%0.10%
+9.9%
Q4 2020$118,000
+2.6%
2,872
-11.8%
0.09%
+18.2%
Q3 2020$115,000
+9.5%
3,2550.0%0.08%
+1.3%
Q1 2020$105,000
-29.5%
3,2550.0%0.08%
-5.0%
Q4 2019$149,000
+11.2%
3,2550.0%0.08%
-12.1%
Q3 2019$134,000
-13.5%
3,255
-6.1%
0.09%
-18.8%
Q2 2019$155,000
-4.9%
3,466
-7.0%
0.11%
-1.8%
Q1 2019$163,000
-3.6%
3,725
-11.8%
0.11%
-34.1%
Q4 2018$169,000
-8.2%
4,2220.0%0.17%
-0.6%
Q3 2018$184,0004,2220.17%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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