VAUGHAN & Co SECURITIES, INC. - 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
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 Q3 2022
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders