Oakworth Capital, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Oakworth Capital, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$3,0000.0%810.0%0.00%
Q2 2022$3,000
-25.0%
810.0%0.00%
Q1 2022$4,0000.0%810.0%0.00%
Q4 2021$4,000
-42.9%
81
-50.0%
0.00%
-100.0%
Q3 2021$7,0000.0%1620.0%0.00%0.0%
Q2 2021$7,0000.0%1620.0%0.00%0.0%
Q1 2021$7,0000.0%1620.0%0.00%0.0%
Q4 2020$7,000
+16.7%
1620.0%0.00%0.0%
Q3 2020$6,0000.0%1620.0%0.00%0.0%
Q2 2020$6,000
+100.0%
162
+95.2%
0.00%0.0%
Q3 2019$3,000
-25.0%
830.0%0.00%0.0%
Q2 2019$4,0000.0%830.0%0.00%0.0%
Q1 2019$4,000
+33.3%
830.0%0.00%0.0%
Q4 2018$3,000
-57.1%
83
-50.0%
0.00%0.0%
Q3 2018$7,0000.0%1660.0%0.00%0.0%
Q2 2018$7,000
-12.5%
1660.0%0.00%
-50.0%
Q1 2018$8,000
+14.3%
1660.0%0.00%0.0%
Q4 2017$7,0000.0%1660.0%0.00%0.0%
Q3 2017$7,0000.0%1660.0%0.00%0.0%
Q2 2017$7,0000.0%1660.0%0.00%0.0%
Q1 2017$7,000
+16.7%
166
-0.6%
0.00%0.0%
Q4 2016$6,0000.0%1670.0%0.00%0.0%
Q3 2016$6,0000.0%1670.0%0.00%0.0%
Q2 2016$6,0001670.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders