Spectrum Asset Management, Inc. (NB/CA) - 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
Spectrum Asset Management, Inc. (NB/CA) ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$414,000
-4.6%
9,5000.0%0.13%
-2.3%
Q2 2021$434,000
+3.1%
9,5000.0%0.13%0.0%
Q1 2021$421,000
+7.7%
9,5000.0%0.13%
-7.1%
Q4 2020$391,000
+16.7%
9,5000.0%0.14%0.0%
Q3 2020$335,000
-2.3%
9,5000.0%0.14%
-20.9%
Q2 2020$343,000
+12.1%
9,5000.0%0.18%
-39.4%
Q1 2020$306,000
-95.0%
9,500
-92.9%
0.29%
-91.4%
Q4 2019$6,149,000
+16.3%
134,341
+5.0%
3.39%
+0.2%
Q3 2019$5,285,000
-4.6%
127,923
+3.2%
3.38%
-2.7%
Q2 2019$5,538,000
+637.4%
124,010
+623.7%
3.48%
+588.3%
Q1 2019$751,00017,1350.50%
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