Homrich & Berg - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 233 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2015$344,000
-22.9%
10,283
+0.2%
0.04%
-18.2%
Q2 2015$446,000
+0.5%
10,265
-1.8%
0.04%0.0%
Q1 2015$444,000
-0.4%
10,454
-1.3%
0.04%
-2.2%
Q4 2014$446,000
-9.5%
10,590
+2.6%
0.04%
-10.0%
Q3 2014$493,000
+34.3%
10,325
+46.0%
0.05%
+19.0%
Q2 2014$367,000
+5.8%
7,0740.0%0.04%
-6.7%
Q1 2014$347,000
-3.9%
7,0740.0%0.04%
-10.0%
Q4 2013$361,000
+10.7%
7,074
+4.9%
0.05%
-15.3%
Q2 2013$326,0006,7440.06%
Other shareholders
WISDOMTREE TR shareholders Q4 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