HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$16,280
+0.8%
434
+2.8%
0.01%
+16.7%
Q2 2023$16,147
+3.0%
422
+1.9%
0.01%0.0%
Q1 2023$15,678
+6.5%
414
+0.2%
0.01%
+9.1%
Q4 2022$14,720
+13.2%
413
+1.2%
0.01%0.0%
Q3 2022$13,000
-7.1%
408
+4.6%
0.01%0.0%
Q2 2022$14,000
-17.6%
390
+2.1%
0.01%0.0%
Q1 2022$17,000
+6.2%
382
+0.8%
0.01%
+10.0%
Q4 2021$16,0000.0%379
+1.6%
0.01%
-16.7%
Q3 2021$16,000
-5.9%
373
+2.2%
0.01%0.0%
Q2 2021$17,000
+6.2%
365
+1.4%
0.01%
-7.7%
Q1 2021$16,000
+6.7%
360
+0.6%
0.01%0.0%
Q4 2020$15,000
+15.4%
358
+0.6%
0.01%
+8.3%
Q3 2020$13,0000.0%356
+2.9%
0.01%
-14.3%
Q2 2020$13,000
+18.2%
346
+1.2%
0.01%
+7.7%
Q1 2020$11,000
-26.7%
342
+0.3%
0.01%
-18.8%
Q4 2019$15,0003410.02%
Other shareholders
WISDOMTREE TR shareholders Q1 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