MARK SHEPTOFF FINANCIAL PLANNING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 244 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$2,0000.0%600.0%0.00%0.0%
Q2 2020$2,000
+100.0%
600.0%0.00%0.0%
Q1 2020$1,000
-50.0%
600.0%0.00%0.0%
Q4 2019$2,0000.0%600.0%0.00%0.0%
Q3 2019$2,0000.0%600.0%0.00%0.0%
Q2 2019$2,0000.0%600.0%0.00%0.0%
Q1 2019$2,0000.0%600.0%0.00%
-50.0%
Q4 2018$2,0000.0%600.0%0.00%
+100.0%
Q3 2018$2,0000.0%600.0%0.00%0.0%
Q2 2018$2,0000.0%600.0%0.00%0.0%
Q1 2018$2,0000.0%600.0%0.00%0.0%
Q4 2017$2,0000.0%60
+200.0%
0.00%0.0%
Q3 2017$2,0000.0%200.0%0.00%0.0%
Q2 2017$2,0000.0%20
-4.8%
0.00%0.0%
Q1 2017$2,0000.0%21
+5.0%
0.00%0.0%
Q4 2016$2,0000.0%200.0%0.00%0.0%
Q3 2016$2,000200.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 909,035$25,762,00010.81%
INSPIRION WEALTH ADVISORS, LLC 648,063$18,366,0007.21%
SVA Wealth Management, LLC 2,062,295$58,445,0006.24%
Linscomb Wealth, Inc. 2,377,334$67,374,0004.93%
Private Wealth Strategies, L.L.C. 360,619$10,220,0004.53%
IAG Wealth Partners, LLC 303,526$8,602,0004.17%
Financial Insights, Inc. 109,536$4,325,0003.84%
Paracle Advisors, LLC 518,773$14,702,0003.43%
CAPITAL WEALTH MANAGEMENT, LLC 79,809$2,262,0002.41%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,732$3,280,0002.24%
View complete list of WISDOMTREE TR shareholders