MA Private Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 263 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$354,000
-2.2%
8,183
-1.4%
0.06%
-9.9%
Q3 2021$362,000
-5.2%
8,298
-0.8%
0.07%
-6.6%
Q2 2021$382,000
+3.0%
8,362
+0.0%
0.08%
-1.3%
Q1 2021$371,000
+8.2%
8,360
+0.4%
0.08%
-1.3%
Q4 2020$343,000
+38.9%
8,329
+18.8%
0.08%
+34.5%
Q3 2020$247,0000.0%7,010
+2.6%
0.06%
-6.5%
Q2 2020$247,0006,8330.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders