BSW Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 139 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
BSW Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2016$1,017,000
-91.3%
10,774
+908.8%
0.53%
+30.8%
Q3 2016$11,750,000
+869.5%
1,068
-92.1%
0.41%
-39.0%
Q2 2016$1,212,000
+3.9%
13,5430.0%0.67%
+1.4%
Q1 2016$1,166,000
-12.1%
13,543
-20.7%
0.66%
-16.9%
Q3 2015$1,327,00017,0810.79%
Other shareholders
WISDOMTREE TR shareholders Q3 2015
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders