TCI Wealth Advisors, 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
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$2,000
-89.5%
50
-89.1%
0.00%
-100.0%
Q3 2019$19,000
-72.1%
460
-70.5%
0.01%
-73.3%
Q1 2019$68,000
+423.1%
1,558
+470.7%
0.03%
+275.0%
Q3 2014$13,000
-7.1%
2730.0%0.01%0.0%
Q2 2014$14,000
+180.0%
273
+173.0%
0.01%
+100.0%
Q3 2013$5,0001000.00%
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