Mosaic Family Wealth, 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
Mosaic Family Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$73,000
+9.0%
1,6640.0%0.03%
+3.6%
Q4 2018$67,000
-1.5%
1,6640.0%0.03%0.0%
Q3 2018$68,000
-4.2%
1,6640.0%0.03%
+3.7%
Q2 2018$71,000
-11.2%
1,6640.0%0.03%
-10.0%
Q1 2018$80,000
-9.1%
1,664
-13.8%
0.03%
-6.2%
Q4 2017$88,000
+22.2%
1,930
+16.0%
0.03%
+14.3%
Q3 2017$72,000
+5.9%
1,6640.0%0.03%0.0%
Q2 2017$68,0000.0%1,6640.0%0.03%
-3.4%
Q1 2017$68,000
+9.7%
1,6640.0%0.03%0.0%
Q4 2016$62,000
-1.6%
1,6640.0%0.03%0.0%
Q3 2016$63,000
+14.5%
1,664
+8.8%
0.03%
+7.4%
Q2 2016$55,0000.0%1,530
-4.6%
0.03%
+3.8%
Q1 2016$55,000
-14.1%
1,603
-21.0%
0.03%
-10.3%
Q4 2015$64,0002,0300.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders