Summit Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 32 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$290,000
+2.5%
9,7810.0%0.13%
-0.7%
Q2 2018$283,000
-2.7%
9,7810.0%0.14%
-2.9%
Q1 2018$291,000
-2.7%
9,7810.0%0.14%
-2.8%
Q4 2017$299,000
+2.7%
9,7810.0%0.14%
-2.1%
Q3 2017$291,000
+4.7%
9,7810.0%0.15%
-0.7%
Q2 2017$278,000
+2.2%
9,7810.0%0.15%
-6.4%
Q1 2017$272,000
+5.0%
9,7810.0%0.16%
-3.1%
Q4 2016$259,0009,7810.16%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders