Morningstar Investment Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 16 filers reported holding WISDOMTREE TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$25,223,000
-4.5%
518,565
-3.6%
1.08%
-6.5%
Q1 2015$26,399,000
-7.1%
538,098
-6.5%
1.15%
-13.8%
Q4 2014$28,402,000
+3.9%
575,641
+4.9%
1.33%
-5.2%
Q3 2014$27,329,000548,7701.41%
Other shareholders
WISDOMTREE TR shareholders Q2 2015
NameSharesValueWeighting ↓
SimpliFi, Inc. 935,332$42,642,00021.06%
BlackDiamond Wealth Management, LLC 60,694$2,785,0003.47%
Tower Wealth Partners, Inc. 41,852$1,908,0002.54%
Barber Financial Group, Inc. 310,833$14,171,0002.32%
SILVER OAK SECURITIES, Inc 179,571$8,221,0001.84%
WealthShield Partners, LLC 169,480$7,727,0001.53%
Trilogy Capital Inc. 363,508$16,572,0001.44%
Freedom Investment Management, Inc. 108,972$4,968,024,0000.53%
Main Street Financial Solutions, LLC 75,699$3,445,0000.44%
PACIFIC CAPITAL WEALTH ADVISORS, INC 28,212$1,286,0000.36%
View complete list of WISDOMTREE TR shareholders