Old North State Trust, LLC - 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
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 Q1 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