Keystone Financial Planning, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 131 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keystone Financial Planning, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2014$483,000
+9.3%
6,8100.0%0.36%
+6.6%
Q3 2014$442,000
-9.1%
6,810
-1.8%
0.33%
-8.7%
Q2 2014$486,000
+0.4%
6,935
-2.2%
0.37%
-2.4%
Q1 2014$484,000
-82.0%
7,094
-82.1%
0.38%
-82.6%
Q4 2013$2,690,00039,6772.15%
Other shareholders
WISDOMTREE TR shareholders Q4 2014
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 550,472$17,555,00012.97%
EisnerAmper Wealth Management Corporate Benefits, LLC 444,654$14,180,0007.16%
HC Advisors, LLC 162,508$5,182,0003.19%
Pasadena Private Wealth, LLC 182,868$5,832,0002.00%
Key FInancial Inc 113,566$3,571,0002.00%
JNBA Financial Advisors 374,475$11,942,0001.62%
HC FINANCIAL ADVISORS INC 82,943$2,645,0001.54%
WealthTrust Asset Management, LLC 55,577$1,772,0001.54%
Private Portfolio Partners LLC 123,437$3,936,4351.14%
Financial Planning & Information Services, Inc. 101,954$3,251,0000.95%
View complete list of WISDOMTREE TR shareholders