UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 4.90 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2017$269,000
+2.3%
3,1900.0%0.00%0.0%
Q2 2017$263,000
+16.9%
3,190
+16.9%
0.00%0.0%
Q1 2017$225,000
+2.7%
2,7280.0%0.00%0.0%
Q4 2016$219,000
+2.3%
2,7280.0%0.00%0.0%
Q3 2016$214,000
+1.9%
2,7280.0%0.00%0.0%
Q2 2016$210,000
-5.0%
2,728
-6.8%
0.00%0.0%
Q1 2016$221,0002,9280.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders