Placemark Investments, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 59 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2014$4,325,000
-1.4%
87,245
+4.0%
0.08%
-6.2%
Q3 2014$4,386,000
-5.1%
83,915
+1.6%
0.08%
-2.4%
Q2 2014$4,623,000
+15.5%
82,559
+12.7%
0.08%
+7.8%
Q1 2014$4,003,00073,2240.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 298,495$15,113,0006.58%
MOLLER WEALTH PARTNERS 144,574$7,320,0003.03%
Thrive Capital Management, LLC 49,939$2,528,0002.69%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 819,605$41,497,0002.24%
Falcon Wealth Planning 78,878$3,994,0002.24%
Syverson Strege & Co 44,710$2,264,0002.16%
TOBIAS FINANCIAL ADVISORS, INC. 87,414$4,426,0002.02%
M Holdings Securities, Inc. 293,414$14,856,0001.90%
Octavia Wealth Advisors, LLC 80,637$4,083,0001.32%
Pinnacle Wealth Planning Services, Inc. 110,295$5,307,0001.27%
View complete list of WISDOMTREE TR shareholders