Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 122 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$922,000
+161.9%
18,219
+141.3%
0.04%
+143.8%
Q4 2018$352,000
-1.9%
7,550
+11.9%
0.02%
+14.3%
Q3 2018$359,000
-14.1%
6,749
-14.9%
0.01%
-22.2%
Q2 2018$418,0007,9300.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 405,635$19,612,4546.87%
Octavia Wealth Advisors, LLC 470,186$22,733,5014.60%
Legacy Financial Advisors, Inc. 356,198$17,222,1923.45%
DB Wealth Management Group, LLC 91,765$4,436,8242.80%
Thrive Capital Management, LLC 74,056$3,580,6051.98%
Smallwood Wealth Investment Management, LLC 43,605$2,108,3151.92%
MOLLER WEALTH PARTNERS 121,354$5,867,4661.86%
TOBIAS FINANCIAL ADVISORS, INC. 85,078$4,113,5191.08%
Falcon Wealth Planning 71,622$3,462,9320.75%
Key FInancial Inc 35,302$1,706,8520.58%
View complete list of WISDOMTREE TR shareholders