Bison Wealth, LLC - 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
Bison Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$131,000
-4.4%
3,0000.0%0.06%0.0%
Q2 2021$137,000
-11.6%
3,000
-14.3%
0.06%
-9.1%
Q1 2021$155,000
+7.6%
3,5000.0%0.07%
-1.5%
Q4 2020$144,000
+1700.0%
3,500
+1866.3%
0.07%
+1575.0%
Q4 2019$8,0001780.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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