LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 130 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$11,000
+10.0%
2250.0%0.00%
Q3 2019$10,000
-9.1%
2250.0%0.00%
Q2 2019$11,0000.0%2250.0%0.00%
Q1 2019$11,000
+22.2%
2250.0%0.00%
Q4 2018$9,000
-10.0%
2250.0%0.00%
Q3 2018$10,000
-9.1%
2250.0%0.00%
Q2 2018$11,000
-8.3%
2250.0%0.00%
Q1 2018$12,0000.0%2250.0%0.00%
Q4 2017$12,000
+9.1%
2250.0%0.00%
Q3 2017$11,0000.0%2250.0%0.00%
Q2 2017$11,000
+10.0%
2250.0%0.00%
Q1 2017$10,000
+11.1%
2250.0%0.00%
Q4 2016$9,0000.0%2250.0%0.00%
Q3 2016$9,0000.0%2250.0%0.00%
Q2 2016$9,0000.0%2250.0%0.00%
Q1 2016$9,000
+12.5%
2250.0%0.00%
Q4 2015$8,000
-20.0%
2250.0%0.00%
Q3 2015$10,0000.0%2250.0%0.00%
Q2 2015$10,0000.0%2250.0%0.00%
Q1 2015$10,000
-50.0%
225
-50.0%
0.00%
Q4 2014$20,000
+100.0%
450
+100.0%
0.00%
Q3 2014$10,000
-9.1%
2250.0%0.00%
Q2 2014$11,000
+10.0%
2250.0%0.00%
Q1 2014$10,0000.0%2250.0%0.00%
Q4 2013$10,0000.0%2250.0%0.00%
Q3 2013$10,0000.0%2250.0%0.00%
Q2 2013$10,0002250.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Unison Advisors LLC 1,099,554$50,865,3745.98%
EisnerAmper Wealth Management Corporate Benefits, LLC 214,919$9,9424.44%
Financial Planning & Information Services, Inc. 446,924$20,674,6943.85%
Great Point Wealth Advisors, LLC 260,467$12,049,1893.61%
Shore Point Advisors, LLC 106,499$4,926,6493.57%
Neumann Capital Management, LLC 167,500$7,748,5503.38%
MFA WEALTH ADVISORS, LLC 228,514$10,571,0773.28%
O'Connor Financial Group LLC 67,791$3,135,9692.15%
Creative Planning 31,788,936$1,470,556,1611.96%
Sound Stewardship, LLC 60,761$2,810,8111.89%
View complete list of WISDOMTREE TR shareholders