Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,592,286
+13.5%
42,483
+15.9%
0.01%
+20.0%
Q2 2023$1,402,554
+130979.8%
36,648
+29.6%
0.01%0.0%
Q1 2023$1,070
+86.1%
28,276
+75.2%
0.01%
+66.7%
Q4 2022$575
-99.8%
16,137
+59.9%
0.00%
+50.0%
Q3 2022$328,000
+144.8%
10,091
+177.5%
0.00%
+100.0%
Q2 2022$134,000
-30.9%
3,636
-18.3%
0.00%0.0%
Q1 2022$194,000
-20.5%
4,451
-21.2%
0.00%0.0%
Q4 2021$244,000
+3.8%
5,651
+4.6%
0.00%0.0%
Q3 2021$235,000
+8.8%
5,401
+13.9%
0.00%0.0%
Q2 2021$216,000
+2.9%
4,7420.0%0.00%0.0%
Q1 2021$210,000
+25.0%
4,742
+15.9%
0.00%0.0%
Q4 2020$168,000
+27.3%
4,092
+8.6%
0.00%0.0%
Q3 2020$132,000
-36.5%
3,767
-34.7%
0.00%
-50.0%
Q2 2020$208,000
-39.5%
5,767
-45.9%
0.00%
-60.0%
Q1 2020$344,000
+209.9%
10,667
+339.3%
0.01%
+400.0%
Q4 2019$111,000
+117.6%
2,428
+97.7%
0.00%0.0%
Q3 2019$51,0001,2280.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders