ROPES WEALTH ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.53 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 Q4 2018
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