Apollon Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$405,458
+3.7%
10,818
+5.9%
0.02%
+5.3%
Q2 2023$391,062
+0.5%
10,218
-0.5%
0.02%
-20.8%
Q1 2023$388,974
+5.0%
10,274
-1.1%
0.02%
-7.7%
Q4 2022$370,366
+8.6%
10,392
-1.0%
0.03%
-7.1%
Q3 2022$341,000
-8.6%
10,493
+4.2%
0.03%
-9.7%
Q2 2022$373,000
-14.8%
10,071
+0.7%
0.03%0.0%
Q1 2022$438,000
-0.9%
9,998
-2.0%
0.03%
-6.1%
Q4 2021$442,00010,2000.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders