Oakworth Capital, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

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 Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders