M Holdings Securities, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 188 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

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 Q1 2017
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 336,435$9,265,0006.92%
Seneca House Advisors 148,064$4,078,0003.54%
HC FINANCIAL ADVISORS INC 115,686$3,186,0003.34%
Starfire Investment Advisers, Inc. 257,220$7,083,0003.25%
CAPITAL WEALTH MANAGEMENT, LLC 115,089$3,170,0003.17%
Opus Capital Group, LLC 375,338$10,336,0002.76%
Salomon & Ludwin, LLC 421,085$11,597,0002.39%
Truvestments Capital LLC 95,209$2,622,0002.01%
Merriman Wealth Management, LLC 367,078$10,109,0001.92%
Keudell/Morrison Wealth Management 73,370$2,021,0001.78%
View complete list of WISDOMTREE TR shareholders