Parcion Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 250 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
Parcion Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$342,000
-2.8%
7,8100.0%0.03%0.0%
Q4 2021$352,000
-1.9%
7,810
-1.9%
0.03%0.0%
Q3 2021$359,000
-1.4%
7,9600.0%0.03%
-11.1%
Q2 2021$364,000
+3.1%
7,9600.0%0.04%
-10.0%
Q1 2021$353,000
+8.0%
7,9600.0%0.04%
-7.0%
Q4 2020$327,000
+17.2%
7,9600.0%0.04%0.0%
Q3 2020$279,000
-9.1%
7,9600.0%0.04%
-17.3%
Q2 2020$307,000
+16.3%
7,960
-2.9%
0.05%
-28.8%
Q1 2020$264,000
-29.2%
8,201
+0.6%
0.07%
-9.9%
Q4 2019$373,0008,1510.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders