Autus Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 188 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 2.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Autus Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2017$219,000
+9.0%
5,360
-0.5%
0.05%
+4.5%
Q4 2016$201,000
-7.4%
5,385
-6.9%
0.04%
-10.2%
Q3 2016$217,000
+8.5%
5,785
+2.7%
0.05%
+6.5%
Q2 2016$200,000
-4.8%
5,635
-6.6%
0.05%
-9.8%
Q1 2016$210,000
-76.4%
6,035
-77.2%
0.05%
-81.2%
Q3 2015$888,000
-26.3%
26,525
-4.4%
0.27%
-19.6%
Q2 2015$1,205,000
+7.3%
27,755
+5.0%
0.34%
+8.0%
Q1 2015$1,123,000
-9.0%
26,445
-9.7%
0.31%
-19.6%
Q4 2014$1,234,000
-16.1%
29,276
-4.9%
0.39%
-21.3%
Q3 2014$1,471,000
-7.7%
30,796
+0.1%
0.49%
-10.7%
Q2 2014$1,594,000
+3.8%
30,751
-1.8%
0.55%
-5.2%
Q1 2014$1,536,000
+0.3%
31,305
+4.3%
0.58%
-2.8%
Q4 2013$1,532,000
+3.5%
30,015
+4.8%
0.60%
-4.3%
Q3 2013$1,480,000
+8.0%
28,630
+1.0%
0.63%
+1.6%
Q2 2013$1,370,00028,3450.62%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders