Autus Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 192 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

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 2016
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