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 ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders