Placemark Investments, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 64 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2014
NameSharesValueWeighting ↓
SHAKESPEARE WEALTH MANAGEMENT, INC. 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER FINANCIAL SERVICES 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders