PINNACLE ASSOCIATES LTD - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 281 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$260,000
-3.3%
5,850
-10.7%
0.01%0.0%
Q4 2020$269,000
+5.1%
6,550
-9.9%
0.01%
-16.7%
Q3 2020$256,000
-83.2%
7,270
-82.8%
0.01%
-84.2%
Q2 2020$1,528,000
+11.8%
42,280
-0.2%
0.04%
-9.5%
Q1 2020$1,367,000
-27.7%
42,380
+2.6%
0.04%
+2.4%
Q4 2019$1,891,000
+11.4%
41,305
+0.5%
0.04%
+2.5%
Q3 2019$1,698,000
-7.2%
41,105
+0.3%
0.04%
-7.0%
Q2 2019$1,830,000
+31.0%
40,970
+28.6%
0.04%
+34.4%
Q1 2019$1,397,000
+114.6%
31,855
+96.6%
0.03%
+88.2%
Q4 2018$651,000
+160.4%
16,205
+234.6%
0.02%
+240.0%
Q3 2013$250,0004,8430.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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