TRUST CO OF VERMONT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
TRUST CO OF VERMONT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$22,000
-12.0%
500
-16.7%
0.00%0.0%
Q4 2020$25,000
-85.7%
600
-87.9%
0.00%
-87.5%
Q3 2020$175,000
-6.9%
4,956
-4.9%
0.02%
-15.8%
Q2 2020$188,000
+3.9%
5,209
-7.2%
0.02%
+11.8%
Q1 2020$181,000
-40.1%
5,612
-14.8%
0.02%
-26.1%
Q4 2019$302,000
-8.5%
6,585
-17.5%
0.02%
-11.5%
Q3 2019$330,000
-22.4%
7,980
-16.1%
0.03%
-25.7%
Q2 2019$425,000
-14.3%
9,514
-15.9%
0.04%
-18.6%
Q1 2019$496,000
-5.3%
11,318
-13.3%
0.04%
-15.7%
Q4 2018$524,000
-24.9%
13,053
-18.3%
0.05%
-13.6%
Q3 2018$698,000
-0.9%
15,985
-2.7%
0.06%
-6.3%
Q2 2018$704,000
-10.8%
16,423
-0.5%
0.06%
-14.9%
Q1 2018$789,000
+6.9%
16,503
+1.4%
0.07%
+7.2%
Q4 2017$738,000
-1.5%
16,268
-6.5%
0.07%
-6.8%
Q3 2017$749,000
-0.5%
17,406
-5.3%
0.07%
-3.9%
Q2 2017$753,000
-18.1%
18,371
-18.3%
0.08%
-22.2%
Q1 2017$919,000
-14.2%
22,476
-21.7%
0.10%
-19.5%
Q4 2016$1,071,000
-3.3%
28,699
-2.6%
0.12%
-11.5%
Q3 2016$1,107,000
+7.2%
29,462
+1.0%
0.14%
+1.5%
Q2 2016$1,033,000
-2.6%
29,169
-4.2%
0.14%
-7.4%
Q1 2016$1,061,000
-3.0%
30,461
-11.9%
0.15%
-5.7%
Q4 2015$1,094,000
-40.6%
34,587
-37.2%
0.16%
-45.3%
Q3 2015$1,843,000
-35.5%
55,051
-16.4%
0.29%
-31.0%
Q2 2015$2,858,000
-11.6%
65,825
-13.5%
0.42%
-11.5%
Q1 2015$3,233,000
-11.0%
76,077
-11.7%
0.47%
-11.3%
Q4 2014$3,631,000
-26.6%
86,109
-16.8%
0.53%
-29.1%
Q3 2014$4,945,000
-9.6%
103,483
-1.9%
0.75%
-11.4%
Q2 2014$5,472,000
+5.5%
105,541
-0.2%
0.84%
-0.7%
Q1 2014$5,188,000
-7.5%
105,723
-3.8%
0.85%
-9.6%
Q4 2013$5,610,000
+4.0%
109,936
+5.4%
0.94%
-5.1%
Q3 2013$5,394,000
+7.9%
104,342
+0.8%
0.99%
+1.3%
Q2 2013$5,001,000103,4640.98%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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