Keystone Financial Planning, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 36 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2014
NameSharesValueWeighting ↓
HHM Wealth Advisors, LLC 51,001$1,638,0001.05%
Lester Murray Antman dba SimplyRich 23,154$744,0000.60%
SignalPoint Asset Management, LLC 30,698$986,0000.43%
Brinker Capital Investments, LLC 245,745$7,893,0000.25%
Wealthstreet Investment Advisors, LLC 31,174$1,001,0000.13%
ROCKLAND TRUST CO 31,322$1,006,0000.11%
MISSION WEALTH MANAGEMENT, LP 17,380$558,0000.06%
Advisors Preferred, LLC 3,222$103,0000.03%
Ceros Financial Services Inc. 3,222$103,0000.03%
Steward Partners Investment Advisory, LLC 11,715$376,0000.02%
View complete list of WISDOMTREE TR shareholders