Covington Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders