BOK Financial Private Wealth, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 189 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is 6.91 and the average weighting 0.3%.

Quarter-by-quarter ownership
BOK Financial Private Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$240,000
-8.4%
5,9900.0%0.03%
-21.4%
Q3 2018$262,000
+1.9%
5,9900.0%0.04%
+2.4%
Q2 2018$257,000
-10.1%
5,9900.0%0.04%
-12.8%
Q1 2018$286,000
+5.1%
5,9900.0%0.05%
+9.3%
Q4 2017$272,000
+5.4%
5,9900.0%0.04%
+2.4%
Q3 2017$258,000
-94.3%
5,990
-94.3%
0.04%
-94.4%
Q2 2015$4,534,000
+0.3%
104,404
-1.8%
0.75%
+0.9%
Q1 2015$4,520,000
-7.2%
106,359
-7.9%
0.75%
-5.6%
Q4 2014$4,869,000
-28.7%
115,480
-19.2%
0.79%
-30.9%
Q3 2014$6,825,000
-9.8%
142,838
-2.2%
1.14%
-9.1%
Q2 2014$7,570,000
+0.1%
146,028
-5.2%
1.26%
-4.5%
Q1 2014$7,562,000
-69.0%
154,101
-67.8%
1.32%
-70.0%
Q4 2013$24,394,000
+3.4%
478,026
+4.7%
4.40%
-7.3%
Q3 2013$23,591,000
+20.1%
456,400
+12.3%
4.74%
+11.8%
Q2 2013$19,643,000406,4374.24%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders