MA Private Wealth - 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
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 Q4 2021
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