Next Level Private LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 239 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Next Level Private LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$710,550
+1.6%
19,075
+2.8%
0.47%
+4.2%
Q2 2023$699,296
-0.1%
18,554
+0.3%
0.45%
-18.0%
Q1 2023$700,070
+2.5%
18,491
+0.9%
0.55%
+9.5%
Q4 2022$683,046
+32.9%
18,327
+22.5%
0.50%
+11.3%
Q3 2022$514,00014,9630.45%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders