WELCH & FORBES LLC - 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
WELCH & FORBES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2014$201,000
-7.8%
4,2000.0%0.01%
-14.3%
Q2 2014$218,000
+5.8%
4,2000.0%0.01%0.0%
Q1 2014$206,000
-3.7%
4,2000.0%0.01%0.0%
Q4 2013$214,000
-1.4%
4,2000.0%0.01%0.0%
Q3 2013$217,000
+6.9%
4,2000.0%0.01%0.0%
Q2 2013$203,0004,2000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Arden Trust Co 894,415$38,737,1165.41%
All Season Financial Advisors, Inc. 85,807$3,716,3193.37%
Private Wealth Advisors, LLC 200,765$8,729,2513.36%
Williams Financial, LLC 96,106$4,162,3452.77%
TMD Wealth Management, LLC 251,954$10,912,1072.39%
Eagle Strategies LLC 252,395$10,931,2122.09%
Clayton Financial Group LLC 103,326$4,323,1521.87%
Bridge Advisory, LLC 70,746$3,064,0121.51%
CUSTOM INDEX SYSTEMS, LLC 58,604$2,538,1391.46%
FFG RETIREMENT ADVISORS LLC 36,383$1,575,7481.10%
View complete list of WISDOMTREE TR shareholders