Crestwood Advisors Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 143 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 12.67 and the average weighting 0.5%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2014$539,000
-97.5%
12,485
-97.3%
0.08%
-97.6%
Q3 2014$21,167,000
-4.3%
457,958
-0.6%
3.31%
-6.1%
Q2 2014$22,110,000
+4.3%
460,809
+1.3%
3.53%
+1.9%
Q1 2014$21,196,000
-10.3%
454,762
-11.3%
3.46%
-8.2%
Q4 2013$23,633,000
+3.4%
512,752
+4.7%
3.77%
-5.9%
Q3 2013$22,852,000
+2201.3%
489,865
+2172.0%
4.01%
+2077.7%
Q2 2013$993,00021,5610.18%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders