TCI Wealth Advisors, 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
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$2,000
-89.5%
50
-89.1%
0.00%
-100.0%
Q3 2019$19,000
-72.1%
460
-70.5%
0.01%
-73.3%
Q1 2019$68,000
+423.1%
1,558
+470.7%
0.03%
+275.0%
Q3 2014$13,000
-7.1%
2730.0%0.01%0.0%
Q2 2014$14,000
+180.0%
273
+173.0%
0.01%
+100.0%
Q3 2013$5,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders