First City Capital Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
First City Capital Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,083,397
-1.5%
28,906
+0.6%
0.68%
+4.8%
Q2 2023$1,099,727
+3.2%
28,736
+3.2%
0.65%
+4.2%
Q1 2023$1,065,454
+20.1%
27,855
+11.9%
0.62%
+16.7%
Q4 2022$887,151
+8.7%
24,892
-0.8%
0.53%
-0.7%
Q3 2022$816,000
+97.1%
25,082
+124.2%
0.54%
+111.0%
Q2 2022$414,000
-11.7%
11,188
+4.5%
0.26%
-1.2%
Q1 2022$469,000
-2.3%
10,708
+1.4%
0.26%
-4.4%
Q4 2021$480,000
-21.8%
10,558
-25.0%
0.27%
-22.0%
Q3 2021$614,000
+23.5%
14,078
+27.5%
0.35%
+26.7%
Q2 2021$497,00011,0380.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 388,968$14,578,5144.48%
Arden Trust Co 638,109$23,916,3313.98%
All Season Financial Advisors, Inc. 78,383$2,937,8112.97%
Sutton Wealth Advisors Inc. 140,211$5,255,1082.58%
Eagle Strategies LLC 207,354$7,771,6551.91%
FFG RETIREMENT ADVISORS LLC 57,343$2,149,2161.78%
Bridge Advisory, LLC 105,691$3,961,2831.39%
ASPIRIANT, LLC 599,766$22,479,2801.15%
INVENIO WEALTH PARTNERS LLC 31,994$1,199,1351.09%
Kades & Cheifetz LLC 35,565$1,332,9841.06%
View complete list of WISDOMTREE TR shareholders