MYCIO WEALTH PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 118 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MYCIO WEALTH PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$100,000
+7.5%
1,8710.0%0.01%0.0%
Q3 2019$93,000
-2.1%
1,8710.0%0.01%0.0%
Q2 2019$95,000
-65.8%
1,871
-64.2%
0.01%
-74.1%
Q3 2018$278,000
+0.7%
5,2240.0%0.03%
-6.9%
Q2 2018$276,0005,2240.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
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