Keystone Financial Planning, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 30 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Financial Planning, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2014$225,000
-0.4%
7,9900.0%0.17%
-2.9%
Q3 2014$226,000
-27.6%
7,990
-23.0%
0.17%
-27.2%
Q2 2014$312,000
-38.3%
10,375
-43.2%
0.24%
-40.1%
Q1 2014$506,000
-21.3%
18,263
-21.8%
0.39%
-23.7%
Q4 2013$643,00023,3620.51%
Other shareholders
WISDOMTREE TR shareholders Q2 2014
NameSharesValueWeighting ↓
Endowment Wealth Management, Inc. 17,995$282,7000.25%
JTC Employer Solutions Trustee Ltd 5,800$910.01%
Authentikos Wealth Advisory, LLC 348$5,4670.01%
Beacon Pointe Advisors, LLC 20,606$378,5290.01%
Cape Investment Advisory, Inc. 377$5,9280.00%
AE Wealth Management LLC 28,640$449,9380.00%
Steward Partners Investment Advisory, LLC 2,720$42,7310.00%
MORGAN STANLEY 4,899$76,9630.00%
Geneos Wealth Management Inc. 102$1,6020.00%
First Command Advisory Services, Inc. 35$5500.00%
View complete list of WISDOMTREE TR shareholders