PSI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 242 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$84,000
-40.8%
2,577
-33.0%
0.04%
-37.1%
Q2 2022$142,000
-41.3%
3,844
-30.5%
0.07%
-30.0%
Q1 2022$242,000
-0.8%
5,533
-1.6%
0.10%
+1.0%
Q4 2021$244,000
-11.6%
5,622
-11.1%
0.10%
-22.0%
Q3 2021$276,000
-7.1%
6,322
-3.1%
0.13%
-19.1%
Q2 2021$297,000
+2.1%
6,522
-0.8%
0.16%
-8.2%
Q1 2021$291,000
+11.9%
6,572
+3.8%
0.17%
-4.5%
Q4 2020$260,000
+15.0%
6,334
-1.2%
0.18%
+4.1%
Q3 2020$226,000
-2.2%
6,4140.0%0.17%
-7.5%
Q2 2020$231,000
+11.6%
6,414
-0.3%
0.19%
-2.1%
Q1 2020$207,000
-32.4%
6,434
-4.0%
0.19%
-3.6%
Q4 2019$306,0006,7040.20%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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