CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$100,688
-1.6%
2,686
+0.4%
0.01%0.0%
Q2 2023$102,326
+48.6%
2,674
+47.1%
0.01%
+33.3%
Q1 2023$68,838
+5.8%
1,818
-0.4%
0.01%
-10.0%
Q4 2022$65,085
+6.7%
1,826
-2.3%
0.01%0.0%
Q3 2022$61,000
-11.6%
1,869
-0.1%
0.01%
-9.1%
Q2 2022$69,000
-14.8%
1,871
+1.2%
0.01%
-8.3%
Q1 2022$81,000
+22.7%
1,849
+20.7%
0.01%
+20.0%
Q4 2021$66,000
-2.9%
1,532
-1.8%
0.01%
-9.1%
Q3 2021$68,000
-40.9%
1,560
-38.0%
0.01%
-45.0%
Q2 2021$115,000
+23.7%
2,516
+19.8%
0.02%
+11.1%
Q1 2021$93,000
-49.5%
2,100
-53.0%
0.02%
-53.8%
Q4 2020$184,000
+253.8%
4,464
+204.9%
0.04%
+200.0%
Q3 2020$52,000
-29.7%
1,464
-28.6%
0.01%
-40.9%
Q2 2020$74,000
+335.3%
2,051
+290.7%
0.02%
+144.4%
Q1 2020$17,000
-29.2%
5250.0%0.01%
-18.2%
Q4 2019$24,000
+14.3%
5250.0%0.01%0.0%
Q3 2019$21,000
-8.7%
5250.0%0.01%
-8.3%
Q2 2019$23,0000.0%5250.0%0.01%
-14.3%
Q1 2019$23,0005250.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 388,968$14,578,5144.48%
Arden Trust Co 638,109$23,916,3313.98%
All Season Financial Advisors, Inc. 78,383$2,937,8112.97%
Sutton Wealth Advisors Inc. 140,211$5,255,1082.58%
Eagle Strategies LLC 207,354$7,771,6551.91%
FFG RETIREMENT ADVISORS LLC 57,343$2,149,2161.78%
Bridge Advisory, LLC 105,691$3,961,2831.39%
ASPIRIANT, LLC 599,766$22,479,2801.15%
INVENIO WEALTH PARTNERS LLC 31,994$1,199,1351.09%
Kades & Cheifetz LLC 35,565$1,332,9841.06%
View complete list of WISDOMTREE TR shareholders