Baker Avenue Asset Management, LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 245 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$1,648,000
-43.3%
52,104
-33.8%
0.16%
-31.8%
Q3 2018$2,904,000
+3.0%
78,736
-0.0%
0.24%
-2.0%
Q2 2018$2,820,000
+26.3%
78,771
+20.3%
0.24%
+20.2%
Q1 2018$2,233,000
+47.6%
65,456
+52.6%
0.20%
+39.0%
Q4 2017$1,513,000
+78.6%
42,881
+318.3%
0.15%
+29.2%
Q2 2015$847,00010,2510.11%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 651,009$24,009,00011.99%
RELIANCE TRUST CO 13,146$485,0009.59%
INSPIRION WEALTH ADVISORS, LLC 560,077$20,656,0008.76%
TMD & ASSOCIATES, INC 212,624$7,842,0005.59%
Linscomb Wealth, Inc. 1,763,979$65,056,0005.34%
SVA Wealth Management, LLC 1,077,220$39,728,0004.04%
Certified Advisory Corp 211,039$7,783,0003.60%
Financial Planning & Information Services, Inc. 239,595$8,836,0003.42%
CAPITAL WEALTH MANAGEMENT, LLC 93,567$3,451,0003.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 103,555$3,819,0002.95%
View complete list of WISDOMTREE TR shareholders