Keystone Financial Planning, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 134 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2015
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders