NorthRock Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 248 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
NorthRock Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$222,000
-11.6%
5,117
-9.7%
0.02%
+5.3%
Q4 2021$251,000
-0.4%
5,667
+3.6%
0.02%
-9.5%
Q3 2021$252,000
-64.5%
5,468
-67.8%
0.02%
-64.4%
Q2 2021$709,000
-85.6%
16,984
-86.0%
0.06%
-86.9%
Q1 2021$4,933,000
-53.6%
121,408
-52.3%
0.45%
-57.1%
Q4 2020$10,624,000
+6.5%
254,624
-0.7%
1.05%
-5.4%
Q3 2020$9,977,000
-26.4%
256,318
+1485.9%
1.11%
-31.1%
Q2 2020$13,560,000
+3.4%
16,162
-95.9%
1.61%
-12.5%
Q1 2020$13,108,000
-55.3%
395,753
+17.3%
1.84%
+18.6%
Q4 2019$29,316,000
+648.2%
337,321
+255.6%
1.55%
+189.9%
Q3 2019$3,918,00094,8470.53%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
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