Windsor Financial Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 66 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Windsor Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$441,000
-2.9%
5,180
-4.3%
0.21%
-1.0%
Q1 2017$454,000
+3.4%
5,411
+0.1%
0.21%0.0%
Q4 2016$439,000
+2.1%
5,407
-1.7%
0.21%
+3.0%
Q3 2016$430,000
-3.4%
5,502
-5.2%
0.20%
-0.5%
Q2 2016$445,000
+3.5%
5,801
+0.1%
0.20%
+3.0%
Q1 2016$430,000
-44.3%
5,794
-46.2%
0.20%
+3.7%
Q4 2015$772,000
+111.5%
10,778
+100.3%
0.19%
+8.0%
Q3 2015$365,000
-7.1%
5,381
+0.1%
0.18%
+4.1%
Q2 2015$393,000
+12.3%
5,375
+14.1%
0.17%
+7.6%
Q1 2015$350,000
-0.6%
4,7100.0%0.16%
-6.0%
Q4 2014$352,000
+4.8%
4,7100.0%0.17%
+3.7%
Q3 2014$336,000
+4.0%
4,710
+4.4%
0.16%
+1.9%
Q2 2014$323,000
+12.5%
4,510
+7.1%
0.16%
+9.0%
Q1 2014$287,000
+11.2%
4,210
+9.5%
0.14%
+1.4%
Q4 2013$258,000
+8.4%
3,8450.0%0.14%0.0%
Q3 2013$238,000
+2.6%
3,8450.0%0.14%
-2.7%
Q2 2013$232,0003,8450.15%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders