ProVise Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 1.82 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$224,000
+10.9%
4,901
-0.0%
0.03%
+3.7%
Q3 2019$202,000
-6.9%
4,902
+0.8%
0.03%
-6.9%
Q2 2019$217,000
+1.9%
4,864
+0.3%
0.03%
-3.3%
Q1 2019$213,000
+0.9%
4,849
+0.3%
0.03%
+7.1%
Q3 2018$211,000
+2.4%
4,836
+0.9%
0.03%
+75.0%
Q2 2018$206,000
-69.6%
4,794
-71.1%
0.02%
-85.3%
Q1 2017$677,000
+9.2%
16,565
-0.3%
0.11%
+3.8%
Q4 2016$620,000
-6.8%
16,608
-6.2%
0.10%
-8.7%
Q3 2016$665,000
+6.1%
17,702
+0.0%
0.12%0.0%
Q2 2016$627,000
+2.1%
17,694
+0.3%
0.12%
-8.7%
Q1 2016$614,000
+9.3%
17,648
-0.6%
0.13%
+6.8%
Q4 2015$562,000
-29.7%
17,758
-25.6%
0.12%
-36.2%
Q3 2015$799,000
-22.8%
23,868
+0.2%
0.18%
-15.9%
Q2 2015$1,035,000
-11.5%
23,818
-13.4%
0.22%
-11.3%
Q1 2015$1,170,000
-49.2%
27,512
-49.7%
0.25%
+0.4%
Q4 2014$2,303,000
+86.6%
54,649
+111.6%
0.25%
-7.8%
Q3 2014$1,234,000
+9.9%
25,823
+19.2%
0.27%
+9.8%
Q2 2014$1,123,000
+11.0%
21,655
+5.0%
0.24%
-0.4%
Q1 2014$1,012,000
-5.2%
20,632
-1.3%
0.24%
-10.9%
Q4 2013$1,067,000
+16.4%
20,914
+17.9%
0.28%
+5.8%
Q3 2013$917,000
+8.5%
17,740
+1.4%
0.26%
+4.4%
Q2 2013$845,00017,4900.25%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders