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, LLC 316,358$16,774,0006.45%
MOLLER WEALTH PARTNERS 158,938$8,403,0002.78%
Thrive Capital Management, LLC 70,242$3,714,0002.74%
TOBIAS FINANCIAL ADVISORS, INC. 128,348$6,786,0002.54%
Pinnacle Wealth Planning Services, Inc. 200,279$10,277,0002.27%
Falcon Wealth Planning 108,567$5,740,0002.18%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 804,592$42,539,0002.08%
Octavia Wealth Advisors, LLC 109,208$5,753,0001.47%
Key FInancial Inc 37,015$1,957,0001.11%
OARSMAN CAPITAL, INC. 23,068$1,220,0000.49%
View complete list of WISDOMTREE TR shareholders