Yorktown Management & Research Co Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 77 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Yorktown Management & Research Co Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2016$201,000
-2.4%
4,5000.0%0.05%
+15.0%
Q1 2016$206,000
-1.9%
4,5000.0%0.04%
+8.1%
Q4 2015$210,000
+2.9%
4,5000.0%0.04%
+8.8%
Q3 2015$204,000
-11.3%
4,5000.0%0.03%
-15.0%
Q2 2015$230,0004,5000.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 303,721$16,797,0006.48%
MOLLER WEALTH PARTNERS 159,056$8,670,0002.85%
Thrive Capital Management, LLC 67,047$3,655,0002.84%
Pinnacle Wealth Planning Services, Inc. 184,574$9,739,0002.26%
TOBIAS FINANCIAL ADVISORS, INC. 103,931$5,665,0002.24%
Falcon Wealth Planning 92,956$5,067,0002.16%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 798,990$43,553,0001.96%
M Holdings Securities, Inc. 241,894$13,186,0001.29%
Octavia Wealth Advisors, LLC 81,841$4,461,0001.18%
Key FInancial Inc 35,646$1,966,0001.10%
View complete list of WISDOMTREE TR shareholders