Independent Portfolio Consultants, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 130 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Portfolio Consultants, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$663,000
-8.4%
8,020
-4.6%
0.13%
-10.1%
Q1 2015$724,000
+241.5%
8,405
+231.6%
0.15%
+244.2%
Q4 2014$212,0002,5350.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
Riverview Trust Co 547,820$20,840,00014.02%
Financial Planning & Information Services, Inc. 717,885$27,308,00010.86%
INSPIRION WEALTH ADVISORS, LLC 612,570$23,302,0007.87%
Johanson Financial Advisors, Inc. 5,517,541$145,046,0006.89%
IAG Wealth Partners, LLC 270,208$10,279,0006.71%
SVA Wealth Management, LLC 1,876,771$71,392,0006.54%
Linscomb Wealth, Inc. 2,082,123$79,204,0005.17%
Financial Insights, Inc. 154,120$5,863,0005.14%
Private Wealth Strategies, L.L.C. 332,983$12,667,0005.05%
Apexium Financial, LP 95,631$3,638,0004.70%
View complete list of WISDOMTREE TR shareholders