Jacobi Capital Management 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
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$6,0000.0%1350.0%0.00%0.0%
Q2 2021$6,0000.0%1350.0%0.00%0.0%
Q1 2021$6,0000.0%1350.0%0.00%0.0%
Q4 2020$6,000
-57.1%
135
-66.5%
0.00%
-50.0%
Q3 2020$14,000
+55.6%
403
+54.4%
0.00%0.0%
Q2 2020$9,000
-59.1%
261
-61.6%
0.00%
-60.0%
Q1 2020$22,000
-29.0%
6800.0%0.01%
-16.7%
Q4 2019$31,000
+10.7%
680
+0.9%
0.01%0.0%
Q3 2019$28,000
-3.4%
674
+2.9%
0.01%0.0%
Q2 2019$29,000
+3.6%
655
+1.1%
0.01%
-14.3%
Q1 2019$28,000
+7.7%
648
+0.3%
0.01%0.0%
Q4 2018$26,000
-3.7%
646
+5.4%
0.01%0.0%
Q3 2018$27,000
+35.0%
613
+29.9%
0.01%
+16.7%
Q2 2018$20,000
-9.1%
472
+1.1%
0.01%
-14.3%
Q1 2018$22,000
-4.3%
467
-6.0%
0.01%0.0%
Q4 2017$23,000
+283.3%
497
+245.1%
0.01%
+250.0%
Q3 2017$6,0000.0%144
+2.1%
0.00%0.0%
Q2 2017$6,0001410.00%
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