WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 258 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is 0.93 and the average weighting 0.6%.

Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$229,000
-28.9%
5,227
-34.9%
0.10%
-30.3%
Q4 2018$322,000
-8.3%
8,0270.0%0.14%
+38.1%
Q3 2018$351,000
+2.0%
8,0270.0%0.10%
-29.1%
Q2 2018$344,000
-34.7%
8,027
-27.2%
0.15%
-35.1%
Q1 2018$527,000
+5.4%
11,0270.0%0.23%
+8.6%
Q4 2017$500,000
+5.5%
11,0270.0%0.21%
-4.1%
Q3 2017$474,000
+17.6%
11,027
+12.2%
0.22%
+8.4%
Q2 2017$403,000
-13.0%
9,827
-13.2%
0.20%
-15.8%
Q1 2017$463,000
+9.5%
11,3270.0%0.24%
+6.7%
Q4 2016$423,000
-4.7%
11,327
-4.2%
0.22%
-8.2%
Q3 2016$444,000
-34.8%
11,827
-38.5%
0.24%
-35.4%
Q2 2016$681,000
+1.6%
19,2270.0%0.38%
-1.3%
Q1 2016$670,000
+8.4%
19,227
-1.6%
0.38%
+6.7%
Q4 2015$618,0000.0%19,547
+6.0%
0.36%
-5.8%
Q3 2015$618,000
-34.9%
18,447
-15.7%
0.38%
-30.7%
Q2 2015$950,000
+13.0%
21,882
+10.6%
0.55%
+15.8%
Q1 2015$841,000
+4.6%
19,782
+3.7%
0.48%
+4.2%
Q4 2014$804,000
-40.1%
19,082
-32.0%
0.46%
-41.9%
Q3 2014$1,342,000
-7.8%
28,0820.0%0.79%
+3.4%
Q2 2014$1,456,000
+16.3%
28,082
+10.1%
0.76%
+10.8%
Q1 2014$1,252,00025,5090.69%
Other shareholders
WISDOMTREE TR shareholders Q1 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