M Holdings Securities, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 178 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$354,000
-79.1%
19,627
-73.5%
0.05%
-79.6%
Q4 2017$1,693,000
+513.4%
73,958
+2058.1%
0.26%
+140.6%
Q1 2017$276,000
+23.2%
3,427
+26.3%
0.11%
+35.9%
Q4 2016$224,0002,7130.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders