Covington Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 and the average weighting 0.3%.

Quarter-by-quarter ownership
Covington Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$20,000
-9.1%
6000.0%0.00%0.0%
Q2 2022$22,000
-15.4%
6000.0%0.00%0.0%
Q1 2022$26,0000.0%6000.0%0.00%0.0%
Q4 2021$26,0000.0%6000.0%0.00%0.0%
Q3 2021$26,000
-3.7%
6000.0%0.00%0.0%
Q2 2021$27,0000.0%6000.0%0.00%0.0%
Q1 2021$27,000
-50.0%
600
-54.5%
0.00%
-50.0%
Q4 2020$54,000
+14.9%
1,3200.0%0.00%0.0%
Q3 2020$47,000
-2.1%
1,3200.0%0.00%
-33.3%
Q2 2020$48,000
+152.6%
1,320
+120.0%
0.00%
+200.0%
Q1 2020$19,000
-29.6%
6000.0%0.00%0.0%
Q4 2019$27,000
+8.0%
6000.0%0.00%0.0%
Q3 2019$25,000
-7.4%
6000.0%0.00%
-50.0%
Q2 2019$27,000
+3.8%
6000.0%0.00%0.0%
Q1 2019$26,000
+8.3%
6000.0%0.00%0.0%
Q4 2018$24,000
-7.7%
6000.0%0.00%0.0%
Q3 2018$26,0000.0%6000.0%0.00%0.0%
Q2 2018$26,000
-10.3%
6000.0%0.00%0.0%
Q1 2018$29,000
+7.4%
6000.0%0.00%0.0%
Q4 2017$27,000
+3.8%
6000.0%0.00%0.0%
Q3 2017$26,0006000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders