Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 34 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$211,000
+3.4%
6,568
-10.5%
0.00%0.0%
Q4 2018$204,000
-60.5%
7,342
-58.3%
0.00%
-50.0%
Q3 2018$517,000
-10.2%
17,589
-7.6%
0.00%0.0%
Q2 2018$576,000
-9.3%
19,037
-3.6%
0.00%
-33.3%
Q1 2018$635,000
-7.0%
19,746
-5.9%
0.00%0.0%
Q4 2017$683,000
+1.9%
20,986
-1.0%
0.00%0.0%
Q3 2017$670,000
+17.1%
21,203
+9.1%
0.00%0.0%
Q2 2017$572,000
+3.4%
19,430
-0.9%
0.00%0.0%
Q1 2017$553,000
+16.9%
19,601
+4.6%
0.00%0.0%
Q4 2016$473,000
-6.3%
18,744
+6.8%
0.00%0.0%
Q3 2016$505,000
-14.3%
17,547
-19.2%
0.00%
-25.0%
Q2 2016$589,000
+1.4%
21,714
+1.8%
0.00%
-20.0%
Q1 2016$581,000
+20.8%
21,326
+15.8%
0.01%
+25.0%
Q4 2015$481,000
+5.0%
18,412
+4.5%
0.00%0.0%
Q3 2015$458,000
+15.1%
17,615
+27.3%
0.00%0.0%
Q2 2015$398,000
+2.1%
13,842
+5.2%
0.00%0.0%
Q1 2015$390,000
+5.7%
13,155
+0.3%
0.00%0.0%
Q4 2014$369,000
+261.8%
13,114
+264.7%
0.00%
+300.0%
Q3 2014$102,000
+45.7%
3,596
+54.1%
0.00%0.0%
Q2 2014$70,000
+12.9%
2,333
+4.8%
0.00%0.0%
Q1 2014$62,000
+37.8%
2,227
+36.8%
0.00%0.0%
Q4 2013$45,000
-13.5%
1,628
-11.7%
0.00%0.0%
Q3 2013$52,000
+205.9%
1,844
+191.3%
0.00%
Q2 2013$17,0006330.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
HHM Wealth Advisors, LLC 51,001$1,638,0001.05%
Lester Murray Antman dba SimplyRich 23,154$744,0000.60%
SignalPoint Asset Management, LLC 30,698$986,0000.43%
Brinker Capital Investments, LLC 245,745$7,893,0000.25%
Wealthstreet Investment Advisors, LLC 31,174$1,001,0000.13%
ROCKLAND TRUST CO 31,322$1,006,0000.11%
MISSION WEALTH MANAGEMENT, LP 17,380$558,0000.06%
Advisors Preferred, LLC 3,222$103,0000.03%
Ceros Financial Services Inc. 3,222$103,0000.03%
Steward Partners Investment Advisory, LLC 11,715$376,0000.02%
View complete list of WISDOMTREE TR shareholders