Atria Investments, Inc - 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
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2014$4,554,000
+63.4%
95,322
+77.3%
0.47%
+67.6%
Q2 2014$2,787,000
+8.1%
53,762
+2.3%
0.28%
+5.7%
Q1 2014$2,579,000
-32.2%
52,567
-29.5%
0.26%
-30.6%
Q4 2013$3,803,000
+14.6%
74,520
+16.1%
0.38%
+9.9%
Q3 2013$3,318,000
+103.2%
64,195
+89.9%
0.34%
+73.4%
Q2 2013$1,633,00033,7960.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Accredited Investors Inc. 548,095$22,466,0005.81%
Cranberry Lake Advisors LLC 102,658$4,208,0002.81%
GM Advisory Group, LLC 208,878$8,562,0002.70%
McNamara Financial Services, Inc. 126,484$5,185,0002.62%
Cornerstone Capital, Inc. 313,244$12,840,0002.44%
Private Vista, LLC 233,902$9,992,0002.41%
MENLO ADVISORS LLC 75,910$3,111,0002.29%
Parkside Advisors LLC 64,703$2,652,0001.89%
Fusion Family Wealth LLC 131,533$5,392,0001.85%
Camelot Portfolios, LLC 86,432$3,543,0001.75%
View complete list of WISDOMTREE TR shareholders