First Allied Advisory Services, Inc. - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 112 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,005,000
-15.4%
18,801
-21.3%
0.03%
-19.0%
Q3 2019$1,188,000
+24.3%
23,886
+27.5%
0.04%
+27.3%
Q2 2019$956,000
+7.3%
18,736
+6.6%
0.03%
+6.5%
Q1 2019$891,000
+11.8%
17,569
+3.1%
0.03%0.0%
Q4 2018$797,000
-59.6%
17,048
-54.0%
0.03%
-54.4%
Q3 2018$1,971,000
+1.0%
37,079
+0.3%
0.07%
-8.1%
Q2 2018$1,952,000
-0.6%
36,978
+3.2%
0.07%
-2.6%
Q1 2018$1,964,000
+11.0%
35,848
+13.1%
0.08%
+8.6%
Q4 2017$1,769,000
+0.6%
31,698
-2.0%
0.07%
-7.9%
Q3 2017$1,759,000
+22.9%
32,353
+17.5%
0.08%
+18.8%
Q2 2017$1,431,000
+203.8%
27,538
+190.9%
0.06%
+166.7%
Q1 2017$471,000
-30.1%
9,467
-34.8%
0.02%
-29.4%
Q4 2016$674,0000.0%14,525
+1.4%
0.03%
-5.6%
Q3 2016$674,000
+3.4%
14,323
-1.5%
0.04%0.0%
Q2 2016$652,000
+60.6%
14,539
+64.0%
0.04%
+56.5%
Q1 2016$406,000–8,864–0.02%–
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Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 364,893$19,602,0265.66%
Legacy Financial Advisors, Inc. 376,577$20,229,7353.60%
LRI Investments, LLC 396,966$21,325,0142.43%
Smallwood Wealth Investment Management, LLC 49,688$2,669,2342.06%
MOLLER WEALTH PARTNERS 120,438$6,469,9291.73%
Thrive Capital Management, LLC 39,804$2,138,2340.98%
Frazier Financial Advisors, LLC 17,744$953,1900.76%
TOBIAS FINANCIAL ADVISORS, INC. 65,006$3,492,1040.75%
Key FInancial Inc 39,484$2,121,0800.51%
PLIMOTH TRUST CO LLC 24,979$1,341,8720.36%
View complete list of WISDOMTREE TR shareholders