Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 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 Q4 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