Wells Trecaso Financial Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 259 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$203,000
-6.5%
4,5440.0%0.17%
-19.3%
Q1 2018$217,000
+5.3%
4,5440.0%0.21%
+2.5%
Q4 2017$206,0004,5440.20%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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