MARK SHEPTOFF FINANCIAL PLANNING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 121 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$19,000
+11.8%
3000.0%0.01%
-7.7%
Q1 2020$17,000
-26.1%
3000.0%0.01%
-7.1%
Q4 2019$23,000
+4.5%
3000.0%0.01%
-6.7%
Q3 2019$22,0000.0%3000.0%0.02%0.0%
Q2 2019$22,0000.0%3000.0%0.02%
-6.2%
Q1 2019$22,000
+10.0%
3000.0%0.02%
-5.9%
Q4 2018$20,000
-9.1%
3000.0%0.02%
+13.3%
Q3 2018$22,000
+4.8%
3000.0%0.02%
-6.2%
Q2 2018$21,000
+5.0%
3000.0%0.02%
+14.3%
Q1 2018$20,000
-9.1%
3000.0%0.01%0.0%
Q4 2017$22,000
+4.8%
3000.0%0.01%0.0%
Q3 2017$21,000
-12.5%
300
-14.0%
0.01%
-12.5%
Q2 2017$24,0000.0%349
-0.3%
0.02%
-5.9%
Q1 2017$24,000
+4.3%
350
+0.3%
0.02%0.0%
Q4 2016$23,0000.0%3490.0%0.02%0.0%
Q3 2016$23,000
+15.0%
349
+16.3%
0.02%
+13.3%
Q2 2016$20,000
+5.3%
3000.0%0.02%0.0%
Q1 2016$19,000
+5.6%
3000.0%0.02%0.0%
Q4 2015$18,0003000.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders