REILLY FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 107 filers reported holding WISDOMTREE TR in Q3 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 Q3 2020
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 188,595$10,020,0007.73%
STRINGER ASSET MANAGEMENT, LLC 117,715$6,254,0004.91%
TMD & ASSOCIATES, INC 117,129$6,223,0004.44%
Parsec Financial Management, Inc. 1,016,354$53,999,0003.41%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 686,922$36,496,0003.28%
Pinnacle Wealth Planning Services, Inc. 53,508$2,843,0002.60%
Avestar Capital, LLC 82,730$4,364,0002.52%
PLIMOTH TRUST CO LLC 109,472$5,816,0001.88%
MOLLER WEALTH PARTNERS 80,500$4,277,0001.87%
MISSION WEALTH MANAGEMENT, LP 217,425$11,552,0001.52%
View complete list of WISDOMTREE TR shareholders