Concord Wealth Partners - 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
Concord Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,871
-2.1%
2100.0%0.00%0.0%
Q2 2023$8,037
+1.1%
2100.0%0.00%0.0%
Q1 2023$7,951
+6.2%
2100.0%0.00%0.0%
Q4 2022$7,484
-37.6%
210
-37.5%
0.00%
-33.3%
Q2 2022$12,000
-20.0%
3360.0%0.00%
-25.0%
Q1 2022$15,000
+66.7%
336
+63.9%
0.00%
+100.0%
Q4 2021$9,0002050.00%
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