KCM INVESTMENT ADVISORS LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 265 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$239,000
+4.8%
6,281
+0.1%
0.01%0.0%
Q3 2019$228,000
+0.4%
6,275
+0.1%
0.01%
-7.1%
Q2 2019$227,000
+1.3%
6,268
+0.1%
0.01%0.0%
Q1 2019$224,000
-3.0%
6,264
+0.1%
0.01%
+7.7%
Q3 2018$231,000
+3.1%
6,256
+0.0%
0.01%
-7.1%
Q2 2018$224,000
-44.0%
6,254
-46.8%
0.01%
+16.7%
Q1 2018$400,000
+70.9%
11,750
+77.5%
0.01%
-14.3%
Q4 2017$234,000
+6.4%
6,620
+200.1%
0.01%
+7.7%
Q3 2017$220,000
+2.3%
2,206
+0.1%
0.01%0.0%
Q2 2017$215,0000.0%2,204
+0.0%
0.01%
-7.1%
Q1 2017$215,000
-35.2%
2,203
-37.3%
0.01%
-36.4%
Q4 2016$332,000
+9.2%
3,513
+5.2%
0.02%
+4.8%
Q3 2016$304,000
+18.8%
3,340
+16.8%
0.02%
+16.7%
Q2 2016$256,0000.0%2,859
-3.8%
0.02%
-5.3%
Q1 2016$256,000
+7.1%
2,972
+0.1%
0.02%0.0%
Q4 2015$239,0002,9680.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders