Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 43 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2017$39,000
+62.5%
549
+55.5%
0.00%
Q1 2017$24,000
-29.4%
353
-35.6%
0.00%
Q4 2016$34,000
-15.0%
548
-16.1%
0.00%
Q3 2016$40,000
+100.0%
653
+85.0%
0.00%
Q2 2016$20,000
-13.0%
353
-15.6%
0.00%
Q1 2016$23,000
+15.0%
418
+18.4%
0.00%
Q4 2015$20,000
+42.9%
353
+39.5%
0.00%
Q3 2015$14,000
-99.4%
253
-99.4%
0.00%
-100.0%
Q2 2015$2,302,000
+21.0%
40,706
+15.8%
0.02%
+16.7%
Q1 2015$1,903,000
+18930.0%
35,154
+17477.0%
0.02%
Q4 2014$10,000
-72.2%
200
-71.4%
0.00%
Q3 2014$36,000
+12.5%
700
+16.7%
0.00%
Q2 2014$32,000
+6.7%
6000.0%0.00%
Q1 2014$30,000
+15.4%
600
+20.0%
0.00%
Q4 2013$26,000
+160.0%
500
+146.3%
0.00%
Q3 2013$10,0000.0%2030.0%0.00%
Q2 2013$10,0002030.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2014
NameSharesValueWeighting ↓
Schoolcraft Capital LLC 123,876$7,051,0432.39%
Motley Fool Wealth Management, LLC 297,914$16,957,0001.11%
Barry Investment Advisors, LLC 50,078$2,850,0000.98%
ROBERTS GLORE & CO INC /IL/ 7,789$443,0000.16%
3EDGE Asset Management, LP 24,925$1,419,0000.11%
Lansing Street Advisors 2,305$131,0000.10%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,693$324,0000.10%
E&G Advisors, LP 3,661$208,0000.08%
Paragon Capital Management Ltd 4,200$239,0000.07%
Vontobel Holding Ltd. 84,267$4,796,0000.06%
View complete list of WISDOMTREE TR shareholders