MML INVESTORS SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 278 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
MML INVESTORS SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,465
+57.4%
39,079
+60.7%
0.01%
+60.0%
Q2 2023$931
-31.0%
24,319
-31.8%
0.01%
-50.0%
Q1 2023$1,349
+26.5%
35,642
+19.2%
0.01%
+42.9%
Q4 2022$1,066
-99.7%
29,907
+189.4%
0.01%
+133.3%
Q3 2022$336,000
-77.2%
10,334
-74.0%
0.00%
-72.7%
Q2 2022$1,474,000
-15.4%
39,808
-0.0%
0.01%
-8.3%
Q1 2022$1,742,000
+264.4%
39,817
+260.9%
0.01%
+300.0%
Q4 2021$478,000
+2.6%
11,033
+3.3%
0.00%
-25.0%
Q3 2021$466,000
+11.0%
10,677
+16.1%
0.00%0.0%
Q2 2021$420,000
-1.4%
9,200
-4.3%
0.00%0.0%
Q1 2021$426,000
+11.8%
9,614
+3.9%
0.00%0.0%
Q4 2020$381,000
+10.4%
9,255
-5.5%
0.00%0.0%
Q3 2020$345,000
-22.8%
9,790
-20.8%
0.00%
-33.3%
Q2 2020$447,000
+12.3%
12,367
+0.3%
0.01%
-14.3%
Q1 2020$398,000
-59.1%
12,329
-42.1%
0.01%
-50.0%
Q4 2019$974,000
+26.8%
21,288
+14.5%
0.01%
+16.7%
Q3 2019$768,000
-23.3%
18,599
-17.0%
0.01%
-14.3%
Q2 2019$1,001,000
+5.7%
22,408
+3.8%
0.01%
-6.7%
Q1 2019$947,000
+10.6%
21,590
+1.3%
0.02%0.0%
Q4 2018$856,000
-8.9%
21,311
-1.0%
0.02%
-6.2%
Q3 2018$940,000
+10.7%
21,530
+8.7%
0.02%
-15.8%
Q2 2018$849,000
+39.4%
19,798
+55.4%
0.02%
+46.2%
Q1 2018$609,000
-41.0%
12,741
-44.0%
0.01%
-35.0%
Q4 2017$1,032,000
+8.1%
22,756
+2.5%
0.02%0.0%
Q3 2017$955,000
+3.7%
22,198
-1.2%
0.02%
+11.1%
Q2 2017$921,00022,4590.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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