DAVENPORT & Co LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$208,000
-17.8%
5,614
-3.0%
0.00%0.0%
Q1 2022$253,000
-18.4%
5,789
-19.1%
0.00%0.0%
Q4 2021$310,000
+52.7%
7,154
+61.4%
0.00%0.0%
Q4 2019$203,000
-31.4%
4,433
-33.2%
0.00%
-50.0%
Q3 2019$296,000
-7.8%
6,633
-7.7%
0.00%0.0%
Q2 2019$321,000
+1.9%
7,1830.0%0.00%0.0%
Q1 2019$315,000
+9.4%
7,1830.0%0.00%0.0%
Q4 2018$288,000
-9.1%
7,183
-1.0%
0.00%0.0%
Q3 2018$317,000
+1.9%
7,2580.0%0.00%0.0%
Q2 2018$311,000
-100.0%
7,258
-66.1%
0.00%
-69.2%
Q1 2018$1,025,261,000
+2.5%
21,440
-2.8%
0.01%
+8.3%
Q4 2017$999,968,000
+1.8%
22,050
-3.5%
0.01%0.0%
Q3 2017$982,335,000
+206.3%
22,845
+191.9%
0.01%
+200.0%
Q2 2017$320,747,000
+8.4%
7,825
-1.3%
0.00%0.0%
Q1 2017$295,919,000
+100211.5%
7,9250.0%0.00%0.0%
Q4 2016$295,000
-99.9%
7,925
-11.2%
0.00%
-20.0%
Q3 2016$335,312,000
+6.1%
8,9250.0%0.01%0.0%
Q2 2016$316,124,000
+10.3%
8,925
+8.5%
0.01%
+25.0%
Q1 2016$286,477,000
+18.4%
8,225
+7.5%
0.00%0.0%
Q4 2015$242,046,000
-33.3%
7,650
-8.5%
0.00%
-33.3%
Q2 2015$363,074,000
+5.3%
8,360
+3.1%
0.01%
+20.0%
Q1 2015$344,675,000
-1.6%
8,110
-2.4%
0.01%
-16.7%
Q4 2014$350,350,000
-27.2%
8,310
-17.5%
0.01%
-25.0%
Q3 2014$481,145,000
-7.8%
10,0700.0%0.01%
-11.1%
Q2 2014$522,029,000
+9.6%
10,070
+3.7%
0.01%0.0%
Q1 2014$476,470,000
-4.8%
9,710
-1.0%
0.01%0.0%
Q4 2013$500,604,000
+32.5%
9,810
+34.2%
0.01%
+12.5%
Q3 2013$377,854,0007,3100.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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