CABOT WEALTH MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$266,000
+1.9%
6,1350.0%0.06%
+3.2%
Q1 2015$261,000
-6.5%
6,135
-7.2%
0.06%
-8.7%
Q4 2014$279,000
-32.0%
6,610
-23.0%
0.07%
-34.3%
Q3 2014$410,000
-7.9%
8,5860.0%0.10%
-6.2%
Q2 2014$445,000
+5.7%
8,5860.0%0.11%
+0.9%
Q1 2014$421,000
-71.8%
8,586
-70.7%
0.11%
-71.6%
Q4 2013$1,494,000
-71.0%
29,281
-70.6%
0.39%
-74.6%
Q3 2013$5,147,000
-10.7%
99,571
-16.5%
1.54%
-22.2%
Q2 2013$5,763,000119,2511.98%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders