VAUGHAN & Co SECURITIES, INC. - 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
VAUGHAN & Co SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$374,000
-71.5%
11,504
-67.5%
0.32%
-69.3%
Q2 2022$1,311,000
-23.6%
35,403
-9.8%
1.05%
-11.5%
Q1 2022$1,717,000
-12.3%
39,232
-13.2%
1.19%
-10.6%
Q4 2021$1,957,000
-19.7%
45,180
-19.1%
1.33%
-27.1%
Q3 2021$2,436,000
-23.2%
55,829
-19.6%
1.82%
-22.4%
Q2 2021$3,172,000
-23.5%
69,440
-25.7%
2.34%
-29.9%
Q1 2021$4,147,000
+12.5%
93,492
+4.4%
3.34%
+2.4%
Q4 2020$3,685,000
+21.3%
89,571
+3.9%
3.27%
+3.0%
Q3 2020$3,037,000
-0.7%
86,189
+1.8%
3.17%
-5.8%
Q2 2020$3,058,000
-99.9%
84,632
+3.4%
3.36%
+0.3%
Q1 2020$2,639,049,000
-30.7%
81,831
-1.7%
3.35%
-2.4%
Q4 2019$3,809,711,00083,2363.44%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders