Keystone Financial Planning, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 50 filers reported holding WISDOMTREE TR in Q1 2015. 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$622,000
-8.4%
14,706
-1.5%
0.46%
-10.4%
Q3 2014$679,000
-7.4%
14,9300.0%0.51%
-7.2%
Q2 2014$733,000
-15.0%
14,930
-17.3%
0.55%
-17.2%
Q1 2014$862,000
-72.0%
18,055
-72.2%
0.67%
-72.9%
Q4 2013$3,080,00064,9402.46%
Other shareholders
WISDOMTREE TR shareholders Q1 2015
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 287,834$12,150,0004.24%
Aris Wealth Services, Inc. 18,575$784,0000.72%
Linscomb Wealth, Inc. 90,234$3,809,0000.42%
FIFTH THIRD BANCORP 996,738$42,072,0000.37%
LVM CAPITAL MANAGEMENT LTD/MI 18,530$782,0000.26%
Veritable, L.P. 210,419$8,882,0000.24%
MOTCO 44,986$1,899,0000.22%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 323,344$13,648,0000.16%
SignalPoint Asset Management, LLC 8,819$381,0000.16%
Cetera Advisor Networks LLC 41,242$1,782,0000.11%
View complete list of WISDOMTREE TR shareholders