Key FInancial Inc - 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
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$191,105
-1.9%
5,099
+0.2%
0.06%
-1.5%
Q2 2023$194,845
+1.2%
5,091
+0.1%
0.06%
-7.1%
Q1 2023$192,578
+446.7%
5,087
+369.7%
0.07%
+311.8%
Q4 2022$35,228
+0.7%
1,0830.0%0.02%
+6.2%
Q3 2022$35,000
-10.3%
1,083
+1.0%
0.02%
-23.8%
Q2 2022$39,000
-17.0%
1,072
+0.7%
0.02%
-8.7%
Q1 2022$47,000
+2.2%
1,065
+0.4%
0.02%0.0%
Q4 2021$46,0000.0%1,061
+0.5%
0.02%
-11.5%
Q3 2021$46,000
+7.0%
1,056
+10.5%
0.03%
+8.3%
Q2 2021$43,000
+2.4%
956
+0.3%
0.02%
-14.3%
Q1 2021$42,000
+7.7%
9530.0%0.03%
-3.4%
Q4 2020$39,000
+30.0%
953
+1.2%
0.03%
-6.5%
Q1 2020$30,0009420.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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