Kernodle & Katon Asset Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 141 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kernodle & Katon Asset Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2017$19,000
-13.6%
425
-22.7%
0.01%
-15.4%
Q4 2016$22,000
-70.3%
550
-69.1%
0.01%
-71.7%
Q3 2016$74,000
+7.2%
1,7810.0%0.05%
-28.1%
Q2 2016$69,000
+3.0%
1,7810.0%0.06%0.0%
Q1 2016$67,000
+8.1%
1,7810.0%0.06%
+8.5%
Q4 2015$62,0001,7810.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 278,599$13,295,0007.61%
Great Point Wealth Advisors, LLC 268,388$12,807,0005.50%
Financial Planning & Information Services, Inc. 301,258$14,376,0004.84%
America First Investment Advisors, LLC 266,443$12,715,0003.85%
Neumann Capital Management, LLC 157,614$7,521,0003.80%
Asset Management Advisors, LLC 73,480$3,506,0003.19%
Swaine & Leidel Wealth Services, LLC 82,475$3,936,0002.85%
Efficient Advisors, LLC 298,878$14,262,0002.18%
Tacita Capital Inc 66,650$3,181,0002.09%
Baker Ellis Asset Management LLC 159,133$7,594,0001.81%
View complete list of WISDOMTREE TR shareholders