WEALTHSOURCE PARTNERS, 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
WEALTHSOURCE PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$578,000
-27.8%
16,414
-26.0%
0.08%
-33.0%
Q2 2020$801,000
+13.8%
22,181
+1.6%
0.12%
+3.6%
Q1 2020$704,000
+159.8%
21,837
+229.5%
0.11%
+146.7%
Q1 2018$271,0000.0%6,6280.0%0.04%
-55.0%
Q1 2017$271,000
+9.7%
6,628
+0.1%
0.10%
-3.8%
Q4 2016$247,000
+0.8%
6,624
+1.6%
0.10%
+16.9%
Q3 2016$245,000
-14.0%
6,521
-18.9%
0.09%
-16.0%
Q2 2016$285,0008,0380.11%
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