Evercore Wealth Management, LLC - 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
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2016$1,0000.0%260.0%0.00%
Q4 2015$1,0000.0%260.0%0.00%
Q3 2015$1,000
-98.6%
26
-98.5%
0.00%
-100.0%
Q2 2015$74,000
+72.1%
1,716
+70.6%
0.00%
+50.0%
Q1 2015$43,000
-71.5%
1,006
-68.2%
0.00%
-75.0%
Q3 2014$151,000
-7.9%
3,1630.0%0.01%0.0%
Q2 2014$164,000
-25.1%
3,163
-29.4%
0.01%
-33.3%
Q1 2014$219,000
-96.1%
4,483
-95.9%
0.01%
-96.1%
Q4 2013$5,574,000
-78.8%
109,223
-78.6%
0.31%
-79.7%
Q3 2013$26,341,000
-57.9%
509,595
-60.6%
1.51%
-57.4%
Q2 2013$62,566,0001,294,9293.54%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders