FIRST AMERICAN TRUST, FSB - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
FIRST AMERICAN TRUST, FSB ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,219,050
+100949.6%
59,206
+3.2%
0.31%
+3.6%
Q2 2023$2,196
+1.9%
57,380
+0.8%
0.30%
-5.3%
Q1 2023$2,154
+131.9%
56,911
+118.4%
0.32%
+122.2%
Q4 2022$929
-99.9%
26,057
+2.3%
0.14%
+3.6%
Q3 2022$829,000
-13.9%
25,469
-2.1%
0.14%
-8.6%
Q2 2022$963,000
-7.5%
26,017
+9.4%
0.15%
+5.6%
Q1 2022$1,041,000
-1.6%
23,778
-2.7%
0.14%0.0%
Q4 2021$1,058,000
-20.3%
24,429
-19.8%
0.14%
-28.0%
Q3 2021$1,328,000
-5.1%
30,447
-0.6%
0.20%
-9.1%
Q2 2021$1,399,000
+5.0%
30,623
+1.9%
0.22%
+4.8%
Q1 2021$1,333,000
+6.4%
30,048
-1.3%
0.21%
+0.5%
Q4 2020$1,253,000
+24.9%
30,452
+6.9%
0.21%
+16.1%
Q3 2020$1,003,000
-2.8%
28,475
-0.3%
0.18%
-10.9%
Q2 2020$1,032,000
-42.0%
28,556
-28.3%
0.20%
-45.4%
Q2 2019$1,780,000
-7.9%
39,849
-9.6%
0.37%
-13.1%
Q1 2019$1,932,000
+6.9%
44,066
-2.1%
0.43%
-6.4%
Q4 2018$1,808,000
-10.0%
45,034
-2.1%
0.46%
+1.6%
Q3 2018$2,010,000
-7.5%
46,023
-9.2%
0.45%
-12.3%
Q2 2018$2,173,000
-2.1%
50,677
+9.2%
0.51%
-5.2%
Q1 2018$2,220,00046,4210.54%
Other shareholders
WISDOMTREE TR shareholders Q3 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