CABOT WEALTH MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 161 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$209,000
-1.9%
4,8260.0%0.05%
-1.9%
Q1 2015$213,000
-12.3%
4,826
-14.3%
0.05%
-13.3%
Q4 2014$243,000
-2.4%
5,630
+4.3%
0.06%
-6.2%
Q3 2014$249,000
-3.9%
5,3970.0%0.06%
-1.5%
Q2 2014$259,000
-8.2%
5,397
-10.9%
0.06%
-12.2%
Q1 2014$282,000
-91.6%
6,058
-91.7%
0.07%
-91.5%
Q4 2013$3,345,000
+2.0%
72,584
+3.2%
0.88%
-11.0%
Q3 2013$3,280,000
-0.3%
70,318
-1.6%
0.98%
-13.2%
Q2 2013$3,290,00071,4691.13%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders