Investors Capital Advisory Services - 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
Investors Capital Advisory Services ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2016$1,391,000
+18.4%
31,102
+21.1%
0.27%
+14.1%
Q1 2016$1,175,000
-12.6%
25,681
-11.0%
0.23%
-10.3%
Q4 2015$1,344,000
+12.4%
28,861
+9.5%
0.26%
+8.8%
Q3 2015$1,196,00026,3460.24%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders