MARK SHEPTOFF FINANCIAL PLANNING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 65 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$14,000
+16.7%
1500.0%0.01%0.0%
Q1 2020$12,000
-25.0%
1500.0%0.01%
-10.0%
Q4 2019$16,000
+6.7%
1500.0%0.01%0.0%
Q3 2019$15,0000.0%1500.0%0.01%0.0%
Q2 2019$15,000
+7.1%
1500.0%0.01%0.0%
Q1 2019$14,000
+7.7%
1500.0%0.01%
-9.1%
Q4 2018$13,000
-7.1%
1500.0%0.01%
+10.0%
Q3 2018$14,0000.0%1500.0%0.01%0.0%
Q2 2018$14,000
+7.7%
1500.0%0.01%
+11.1%
Q1 2018$13,000
-7.1%
1500.0%0.01%0.0%
Q4 2017$14,000
+7.7%
1500.0%0.01%0.0%
Q3 2017$13,0000.0%1500.0%0.01%0.0%
Q2 2017$13,0000.0%150
-0.7%
0.01%0.0%
Q1 2017$13,000
+8.3%
151
+0.7%
0.01%0.0%
Q4 2016$12,0000.0%1500.0%0.01%0.0%
Q3 2016$12,0000.0%1500.0%0.01%0.0%
Q2 2016$12,000
+9.1%
1500.0%0.01%0.0%
Q1 2016$11,0000.0%1500.0%0.01%0.0%
Q4 2015$11,0001500.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders