Placemark Investments, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 61 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$2,407,000
-13.1%
51,519
-7.1%
0.04%
-15.7%
Q3 2014$2,770,000
-2.4%
55,437
+4.4%
0.05%0.0%
Q2 2014$2,837,00053,0820.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Key FInancial Inc 243,966$9,129,2104.31%
Powers Advisory Group, LLC 74,667$3,286,1032.42%
HUNTINGTON NATIONAL BANK 1,727,923$76,045,8960.79%
Meridian Financial Partners LLC 10,281$4820.54%
Avidian Wealth Solutions, LLC 173,268$7,625,5110.50%
Altrius Capital Management Inc 25,111$1,105,1530.35%
True Wealth Design, LLC 12,333$542,7810.25%
StrategIQ Financial Group, LLC 47,983$2,111,7510.24%
Baystate Wealth Management LLC 56,683$2,4950.23%
Creative Planning 2,991,114$131,638,9350.20%
View complete list of WISDOMTREE TR shareholders