Covington Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 283 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 0.70 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 2019
NameSharesValueWeighting ↓
Arden Trust Co 894,415$38,737,1165.41%
All Season Financial Advisors, Inc. 85,807$3,716,3193.37%
Private Wealth Advisors, LLC 200,765$8,729,2513.36%
Williams Financial, LLC 96,106$4,162,3452.77%
TMD Wealth Management, LLC 251,954$10,912,1072.39%
Eagle Strategies LLC 252,395$10,931,2122.09%
Clayton Financial Group LLC 103,326$4,323,1521.87%
Bridge Advisory, LLC 70,746$3,064,0121.51%
CUSTOM INDEX SYSTEMS, LLC 58,604$2,538,1391.46%
FFG RETIREMENT ADVISORS LLC 36,383$1,575,7481.10%
View complete list of WISDOMTREE TR shareholders