MSI Financial Services Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
MSI Financial Services Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2016$423,000
-2.8%
11,321
-2.1%
0.01%
-6.7%
Q3 2016$435,000
-0.7%
11,569
-6.3%
0.02%
-6.2%
Q2 2016$438,000
+8.7%
12,341
+6.6%
0.02%
-5.9%
Q1 2016$403,000
+4.9%
11,577
-4.6%
0.02%0.0%
Q4 2015$384,000
+245.9%
12,138
+265.9%
0.02%
+88.9%
Q3 2015$111,000
-41.3%
3,317
-24.0%
0.01%
-30.8%
Q2 2015$189,000
-12.5%
4,362
-14.1%
0.01%
-13.3%
Q1 2015$216,000
-38.6%
5,079
-39.1%
0.02%
-60.5%
Q4 2014$352,000
-59.0%
8,340
-53.5%
0.04%
-63.1%
Q3 2014$858,000
-21.9%
17,953
-15.3%
0.10%
-29.9%
Q2 2014$1,099,000
-40.1%
21,195
-43.3%
0.15%
+10.5%
Q1 2014$1,834,000
+79.1%
37,388
+86.3%
0.13%
-14.7%
Q4 2013$1,024,000
+3.5%
20,070
+4.9%
0.16%
-9.8%
Q3 2013$989,000
+11.1%
19,129
+3.8%
0.17%
-3.4%
Q2 2013$890,00018,4220.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders