Ballentine Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$1,005,000
+302.0%
23,191
+354.7%
0.03%
+3.4%
Q1 2014$250,000
-52.0%
5,100
-50.0%
0.03%
-50.8%
Q4 2013$521,000
-34.1%
10,200
-33.3%
0.06%
-39.2%
Q3 2013$791,000
-40.4%
15,300
-44.3%
0.10%
-45.5%
Q2 2013$1,327,00027,4500.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2014
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders