Evanson Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 117 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$440,000
-14.7%
5,7100.0%0.10%
-3.8%
Q3 2018$516,000
+4.0%
5,7100.0%0.10%
+7.1%
Q2 2018$496,000
+2.7%
5,7100.0%0.10%
-1.0%
Q1 2018$483,000
-4.4%
5,7100.0%0.10%
-2.9%
Q4 2017$505,000
+5.0%
5,7100.0%0.10%
-1.0%
Q3 2017$481,000
+2.3%
5,7100.0%0.10%
-4.6%
Q2 2017$470,000
-0.2%
5,7100.0%0.11%
-6.9%
Q1 2017$471,000
+2.6%
5,7100.0%0.12%
-9.4%
Q4 2016$459,000
+2.2%
5,7100.0%0.13%0.0%
Q3 2016$449,000
+2.0%
5,7100.0%0.13%
-3.8%
Q2 2016$440,000
+2.1%
5,7100.0%0.13%
-9.5%
Q1 2016$431,000
+7.5%
5,7100.0%0.15%
+0.7%
Q4 2015$401,000
+4.4%
5,7100.0%0.15%
+1.4%
Q3 2015$384,000
-8.6%
5,7100.0%0.14%
-1.4%
Q2 2015$420,000
-21.6%
5,710
-19.2%
0.15%
-24.0%
Q1 2015$536,000
-1.1%
7,0630.0%0.19%
-4.0%
Q4 2014$542,000
+15.6%
7,063
+10.5%
0.20%
+4.7%
Q3 2014$469,000
-38.6%
6,393
-38.1%
0.19%
-35.5%
Q2 2014$764,000
+4.8%
10,333
-0.4%
0.30%
-7.5%
Q1 2014$729,000
+2.5%
10,374
+0.4%
0.32%
+0.9%
Q4 2013$711,00010,3330.32%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders