REILLY FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 123 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$5,000
+25.0%
1110.0%0.00%0.0%
Q1 2020$4,000
-33.3%
1110.0%0.00%0.0%
Q4 2019$6,0000.0%1110.0%0.00%0.0%
Q3 2019$6,0000.0%1110.0%0.00%0.0%
Q2 2019$6,0001110.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 364,893$19,602,0265.66%
Legacy Financial Advisors, Inc. 376,577$20,229,7353.60%
LRI Investments, LLC 396,966$21,325,0142.43%
Smallwood Wealth Investment Management, LLC 49,688$2,669,2342.06%
MOLLER WEALTH PARTNERS 120,438$6,469,9291.73%
Thrive Capital Management, LLC 39,804$2,138,2340.98%
Frazier Financial Advisors, LLC 17,744$953,1900.76%
TOBIAS FINANCIAL ADVISORS, INC. 65,006$3,492,1040.75%
Key FInancial Inc 39,484$2,121,0800.51%
PLIMOTH TRUST CO LLC 24,979$1,341,8720.36%
View complete list of WISDOMTREE TR shareholders