ROPES WEALTH ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 244 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$12,0000.0%2740.0%0.00%0.0%
Q1 2019$12,000
-7.7%
274
-12.7%
0.00%
-25.0%
Q4 2018$13,000
-7.1%
3140.0%0.00%
+33.3%
Q3 2018$14,000
-26.3%
314
-29.9%
0.00%
-40.0%
Q2 2018$19,000
-17.4%
448
-4.9%
0.01%
-16.7%
Q1 2018$23,000
+9.5%
4710.0%0.01%
+20.0%
Q4 2017$21,000
+5.0%
4710.0%0.01%0.0%
Q3 2017$20,000
+5.3%
4710.0%0.01%0.0%
Q2 2017$19,0004710.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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