Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,900,672
+8.3%
210,797
+10.6%
0.08%
+6.8%
Q2 2023$7,293,803
+59.4%
190,588
+57.7%
0.07%
+46.0%
Q1 2023$4,575,831
+16.0%
120,862
+9.2%
0.05%
+42.9%
Q4 2022$3,943,887
-99.9%
110,659
-54.5%
0.04%
-16.7%
Q3 2022$3,955,952,000
+97265.3%
242,950
+121.4%
0.04%0.0%
Q2 2022$4,063,000
-0.4%
109,720
+17.6%
0.04%
-2.3%
Q1 2022$4,081,000
+170.8%
93,262
+168.1%
0.04%
+186.7%
Q4 2021$1,507,000
-2.1%
34,787
-1.5%
0.02%0.0%
Q3 2021$1,540,000
+6.1%
35,303
+11.1%
0.02%
-6.2%
Q2 2021$1,451,000
+12.7%
31,768
+9.4%
0.02%0.0%
Q1 2021$1,288,000
-26.8%
29,037
-32.0%
0.02%
-20.0%
Q4 2020$1,760,000
-100.0%
42,723
-64.9%
0.02%
-75.0%
Q3 2020$4,277,000,000121,7270.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders