ACORN FINANCIAL ADVISORY SERVICES INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 150 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$337,000
+12.3%
8,154
+6.4%
0.18%
-15.3%
Q2 2020$300,000
+25.0%
7,665
+5.8%
0.21%
-11.8%
Q1 2020$240,000
-30.6%
7,242
-0.2%
0.24%
-18.3%
Q4 2019$346,0007,2600.29%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 282,354$14,482,0007.82%
Great Point Wealth Advisors, LLC 284,208$14,577,0005.58%
Financial Planning & Information Services, Inc. 304,944$15,641,0004.79%
America First Investment Advisors, LLC 262,322$13,454,0004.08%
Neumann Capital Management, LLC 157,494$8,078,0003.84%
Swaine & Leidel Wealth Services, LLC 95,980$4,923,0003.17%
Asset Management Advisors, LLC 74,263$3,809,0002.88%
Baker Ellis Asset Management LLC 179,039$9,183,0001.98%
Tacita Capital Inc 57,760$2,963,0001.92%
CAPITAL MANAGEMENT CORP /VA 159,123$8,161,0001.82%
View complete list of WISDOMTREE TR shareholders