Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders